RETIREMENT WEALTH SOLUTIONS LLC

RETIREMENT WEALTH SOLUTIONS LLC of MARSHFIELD, WI is an SEC-registered investment adviser (CRD 317253). Regulatory assets under management: $227.0M.

Registration

• CRD: 317253
• SEC file number: 801-129528
• Type: Registered investment adviser
• Location: 110 EAST 2ND STREET, MARSHFIELD, WI, 54449
• Phone: 715-384-5481
• Latest filing: 2026-02-03
• Regulatory AUM: $227.0M
• Discretionary AUM: $227.0M
• Clients: 4
• Accounts: 589

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

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 317253 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search