Investment adviser · CRD 148106
THE RETIREMENT SOLUTION LLC
Investment adviser filing (IA)
REDMOND, WA, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $699M Form ADV · Item 5.F
- Client accounts
- 3,164 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 15 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 |
|---|---|---|---|
| High-net-worth individuals | 324 | $407,177,114 | 58.2% |
| Individuals | 499 | $292,210,673 | 41.8% |
| Corporations & businesses | Fewer than 5 | $40,757 | 0.0% |
Filing source
Form ADV 2106101 · May 15, 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: May 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
18300 REDMOND WAY, SUITE 250REDMOND, WA, 98052, United States
CRD 148106
Filing source
Form ADV 2106101 · May 15, 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.