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RETIREMENT WEALTH MANAGEMENT, LLC
CRD 310386
80 EAST PASSAIC AVENUE, NUTLEY, NJ, 07110, United States
Phone
(973) 661-1988
Fax
(973) 661-5080
Registration
— (—)
Source
State registered
Total AUM
$60.7M
Discretionary AUM
$60.7M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $17.5M |
| High net worth individuals | 29 | $43.2M |
All web addresses on file
Official SEC filing: View on IAPD