RETIRESMART CONSULTING, LLC.

RETIRESMART CONSULTING, LLC. of PRINCETON, NJ is an SEC-registered investment adviser (CRD 147693). Regulatory assets under management: $52.0M.

Registration

• CRD: 147693
• Type: Registered investment adviser
• Location: 103 CARNEGIE CENTER, PRINCETON, NJ, 08540
• Phone: 609-955-3456
• Latest filing: 2026-01-11
• Regulatory AUM: $52.0M
• Discretionary AUM: $34.0M
• Non-discretionary AUM: $18.0M
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147693 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search