Retirement Wealth Solutions LLC
Firm details
- Headquarters
- Marshfield, Wisconsin
- CRD number
- 317253
- Registered since
- February 20, 2024
- Website
- www.retirews.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.04%
- Individuals14.68%
- Corporations / Businesses0.26%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Retirement Wealth Solutions LLC is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC (2024) and combines advisory services with insurance brokerage capabilities. Its client-facing fees include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm does not position itself as a capital allocator to external managers and is not identified as an ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Other3%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Patrick Gall
PresidentCRD 5118752
William Heiting
AgentCRD 1156475
Alli Schoengarth
Investment Advisor RepresentativeCRD 8045714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$189M in ETFs
82%
$154M
12%
$35M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $27.7M | 39,491 | 14.64% |
Location
Marshfield, WI
Wood
Location
Marshfield, WI
Headquartered in Marshfield, WI, anchoring the Wausau-Stevens Point-Wisconsin Rapids, WI metro in the Midwest.
- Metro area
- Wausau-Stevens Point-Wisconsin Rapids, WI
- Region
- Midwest
- County
- Wood
- Address
- 110 E 2nd St
- Time zone
- CT (UTC-6)
- Office locations
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