TAURUM RETIREMENT PARTNERS, LLC

TAURUM RETIREMENT PARTNERS, LLC of MESA, AZ is an SEC-registered investment adviser (CRD 282017). Regulatory assets under management: $155.9M.

Registration

• CRD: 282017
• SEC file number: 801-130407
• Type: Registered investment adviser
• Location: 1921 S ALMA SCHOOL ROAD SUITE 308, MESA, AZ, 85210
• Phone: 480-626-2501
• Latest filing: 2026-03-25
• Regulatory AUM: $155.9M
• Discretionary AUM: $154.0M
• Non-discretionary AUM: $2.0M
• Clients: 2
• Accounts: 422

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282017 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search