Retirement Evolutions Wealth Management LLC

RIASEC Registered

Total AUM

$89.6M

Discretionary

$89.6M

100% of AUM

Avg account

$173K

Accounts

518

Employees

Advisory reps

Firm details

Headquarters: Tucson, Arizona
CRD number: 146931
Website: retevo.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals71.2%
HNWI28.35%
Charitable Organizations0.45%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Retirement Evolutions Wealth Management LLC is an independent, individually owned registered investment adviser operating as an LLC. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its services, as listed in regulatory filings, include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Fee arrangements are flexible and include asset-based (percentage of AUM), hourly, and fixed-fee engagements. The firm does not identify itself as an active ESG investor.