# RETIREMENT ASSET MANAGEMENT, LLC

RETIREMENT ASSET MANAGEMENT, LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 140866
- Type: SEC-registered investment adviser
- SEC file number: 801-67053
- Location: 10655 NE 4TH STREET, SUITE 508, BELLEVUE, WA, 98004
- Phone: 425-467-1011
- Latest filing: 2012-04-30
- Regulatory AUM: $16.1M
- Discretionary AUM: $15.1M
- Non-discretionary AUM: $1.0M
- Clients: 6
- Accounts: 75

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| WELTY DAVID KEITH | MEMBER; PRESIDENT | — |
| GWINN MARIE ANNE | CHIEF COMPLIANCE OFFICER; CLIENT SERVICES MANAGER | — |
| LOCKWOOD LUELLEN HUBBARD | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| DRAKE TAYLOR EVAN | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140866/similar
- Related entities: https://search.stillhousedata.com/firm/140866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140866

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.