TANGENT RETIREMENT

TANGENT RETIREMENT is an SEC-registered investment adviser (CRD 340705). Regulatory assets under management: $36.9M.

Registration

• CRD: 340705
• Type: Registered investment adviser
• Phone: 949-345-1841
• Latest filing: 2026-05-17
• Regulatory AUM: $36.9M
• Discretionary AUM: $36.9M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM, Hourly.

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 340705 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search