The Retirement Solution LLC
● SEC registered since 2018CRD 148106SEC# 801-113783Redmond, WA
Reg. AUM
$699.4M
Employees
35
Accounts
3,164
Location
Redmond, WA
The Retirement Solution LLC assets under management
The Retirement Solution LLC operates as an SEC-registered investment adviser based in Redmond, WA. The firm has been registered since 2018. It reports $699.4 million in regulatory assets under management and employs 35 people.
The Retirement Solution LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Petraitis | Chief Compliance Officer | Under 5% | 2024 |
| James Leroy Black Control | Ceo, Financial Planner | Under 5% | 2008 |
| Sivako LLC Control | Owner - Holding Company | Over 75% | 2023 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Retirement Solution LLC manage?
The Retirement Solution LLC reports $699.4 million in regulatory assets under management on its Form ADV.
How many employees does The Retirement Solution LLC have?
The Retirement Solution LLC reports 35 employees.
Where is The Retirement Solution LLC located?
The Retirement Solution LLC is based in Redmond, WA and has been SEC-registered since 2018.
Does The Retirement Solution LLC disclose fund performance?
The Retirement Solution LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18300 Redmond Way, Suite 250, Redmond, WA 98052 |
| Phone | 425-558-3700 |
| Fax | 425-274-0955 |
| Office hours | 09:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$699.4M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$699.4Mregulatory AUM
Discretionary $449.2MNon-discretionary $250.3M