Investment adviser · CRD 327320
RETIREWELL PLANS
Investment adviser filing (IA)
RETIREWELL PLANS, LLC
MELVILLE, NY, United States · Form ADV filed Mar 28, 2024
- Regulatory AUM
- $34.3M Form ADV · Item 5.F
- Client accounts
- 207 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Individuals | 204 | $22,799,328 | 66.5% |
| High-net-worth individuals | Fewer than 5 | $11,507,318 | 33.5% |
Filing source
Form ADV 1858866 · Mar 28, 2024 · 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: Mar 28, 2024. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
68 SOUTH SERVICE ROAD NYMELVILLE, NY, 11747, United States
CRD 327320
Filing source
Form ADV 1858866 · Mar 28, 2024 · 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.