Taurum Retirement Partners, LLC
● SEC registered since 2024CRD 282017SEC# 801-130407Mesa, AZ
Reg. AUM
$155.9M
Employees
2
Accounts
422
Location
Mesa, AZ
Taurum Retirement Partners, LLC assets under management
Taurum Retirement Partners, LLC is an investment advisory firm registered with the SEC based in Mesa, AZ. The firm has been registered since 2024. It reports $155.9 million in regulatory assets under management and employs 2 people.
Taurum Retirement Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Verlin Sollis Control | Managing Member & Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Taurum Retirement Partners, LLC manage?
Taurum Retirement Partners, LLC reports $155.9 million in regulatory assets under management on its Form ADV.
How many employees does Taurum Retirement Partners, LLC have?
Taurum Retirement Partners, LLC reports 2 employees.
Where is Taurum Retirement Partners, LLC located?
Taurum Retirement Partners, LLC is based in Mesa, AZ and has been SEC-registered since 2024.
Does Taurum Retirement Partners, LLC disclose fund performance?
Taurum Retirement Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1921 S Alma School Road Suite 308, Mesa, AZ 85210 |
| Phone | 480-626-2501 |
| Fax | 480-895-1999 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155.9M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$155.9Mregulatory AUM
Discretionary $154MNon-discretionary $2M