Retirement Wealth Solutions LLC
● SEC registered since 2024CRD 317253SEC# 801-129528Marshfield, WI
Reg. AUM
$227M
Employees
4
Accounts
589
Location
Marshfield, WI
Retirement Wealth Solutions LLC assets under management
Retirement Wealth Solutions LLC is an investment advisory firm registered with the SEC based in Marshfield, WI. The firm has been registered since 2024. It reports $227 million in regulatory assets under management and employs 4 people.
Retirement Wealth Solutions LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick John Gall Control | Managing Principal / Cco | Over 75% | 2022 |
Frequently asked questions
How much does Retirement Wealth Solutions LLC manage?
Retirement Wealth Solutions LLC reports $227 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Wealth Solutions LLC have?
Retirement Wealth Solutions LLC reports 4 employees.
Where is Retirement Wealth Solutions LLC located?
Retirement Wealth Solutions LLC is based in Marshfield, WI and has been SEC-registered since 2024.
Does Retirement Wealth Solutions LLC disclose fund performance?
Retirement Wealth Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 East 2nd Street, Marshfield, WI 54449 |
| Phone | 715-384-5481 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227M▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$227Mregulatory AUM
Discretionary $227M