Falists
← Back to search

RETIREMENT WEALTH MANAGEMENT, LLC

CRD 310386

Visit website

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

TypeClientsAUM
Individuals57$17.5M
High net worth individuals29$43.2M

All web addresses on file

Official SEC filing: View on IAPD