Retireful LLC
● SEC registered since 2021CRD 313126SEC# 801-122216
Reg. AUM
$227.6M
Employees
2
Accounts
8
Location
—
Retireful LLC assets under management
Retireful LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $227.6 million in regulatory assets under management and employs 2 people.
Retireful LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Harris Mohr Control | Chief Executive Officer/Chief Investment Officer | Over 75% | 2021 |
| Mark Joseph Deangelis Control | Chief Compliance Officer | Under 5% | 2021 |
| Sonya Sue Lincolnhol Control | Chief Operating Officer & Vp Of Investments | Under 5% | 2023 |
Frequently asked questions
How much does Retireful LLC manage?
Retireful LLC reports $227.6 million in regulatory assets under management on its Form ADV.
How many employees does Retireful LLC have?
Retireful LLC reports 2 employees.
Does Retireful LLC disclose fund performance?
Retireful LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 866-464-6608 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1919176 |
| Discloses disciplinary history | No |
Regulatory AUM
$227.6M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$227.6Mregulatory AUM
Discretionary $83.8MNon-discretionary $143.8M