Retireright, LLC
● SEC registered since 2019CRD 300925SEC# 801-116809West des Moines, IA
Reg. AUM
$561.1M
Employees
5
Accounts
733
Location
West des Moines, IA
Retireright, LLC assets under management
Retireright, LLC is an investment advisory firm registered with the SEC based in West des Moines, IA. The firm has been registered since 2019. It reports $561.1 million in regulatory assets under management and employs 5 people.
Retireright, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Ray Ormord Control | Managing Member | 25-50% | 2019 |
| Dirk Matthew Dixon Control | Managing Member | 25-50% | 2019 |
| Glhc, LLC Control | Member | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Retireright, LLC manage?
Retireright, LLC reports $561.1 million in regulatory assets under management on its Form ADV.
How many employees does Retireright, LLC have?
Retireright, LLC reports 5 employees.
Where is Retireright, LLC located?
Retireright, LLC is based in West des Moines, IA and has been SEC-registered since 2019.
Does Retireright, LLC disclose fund performance?
Retireright, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Valley West Drive, Suite 707, West des Moines, IA 50266 |
| Phone | 515-868-0309 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$561.1M▼ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$561.1Mregulatory AUM
Discretionary $220.7MNon-discretionary $340.4M