Investment adviser · CRD 167970
RETIREMENT AND WEALTH AT ALLIANT, LLC
Investment adviser filing (IA)
WAYNE, PA, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $7.37B Form ADV · Item 5.F
- Client accounts
- 248 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 30 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 216 | $7,286,403,263 | 98.8% |
| Pooled investment vehicles | 6 | $87,767,130 | 1.2% |
Filing source
Form ADV 2122964 · Jul 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 30, 2026. View historical filings
Reported services
Pooled investment vehicle management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
565 E. SWEDESFORD ROAD, SUITE 100WAYNE, PA, 19087, United States
CRD 167970
Filing source
Form ADV 2122964 · Jul 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.