4/26 RETIREMENT INCOME PLANNING & WEALTH MANAGEMENT, LLC

4/26 RETIREMENT INCOME PLANNING & WEALTH MANAGEMENT, LLC of GUAYNABO, PR is an SEC-registered investment adviser (CRD 312258). Regulatory assets under management: $27.4M.

Registration

• CRD: 312258
• Type: Registered investment adviser
• Location: 1510 FD ROOSEVELT AVE, GUAYNABO, PR, 00968
• Phone: 787-919-7788
• Latest filing: 2026-03-03
• Regulatory AUM: $27.4M
• Non-discretionary AUM: $27.4M
• Clients: 1
• Accounts: 62

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312258 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search