Retirement Wealth Advisors, LLC
Firm details
- Headquarters
- Cape Coral, Florida
- CRD number
- 300419
- Website
- www.retirementwealthllc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Retirement Wealth Advisors, LLC is a limited liability company that specializes in providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a capital allocator and is focused on selecting other advisers to enhance its investment strategies. While it does not actively pursue ESG investments, it offers a range of services that cater to various client needs, primarily in the realm of wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Eric Kearney
CEOCRD 4460539
Contacts
2 of 2
Joseph Lanza
Retirement Wealth AdvisorCRD 7306987
Donna Krohn
Investment AdvisorCRD 7200766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cape Coral, FL
Lee
Location
Cape Coral, FL
Headquartered in Cape Coral, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 629 Cape Coral Pkwy E
- Time zone
- ET (UTC-5)
- Office locations
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