Bill Losey Retirement Solutions, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 15, 2026, reports $40M in regulatory assets under management, 1 employee, and 102 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.6% of total clients.
Top client categories% of clientsClients
1
Individuals
79.6%
43
2
HNWI
20.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40Mas of April 15, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$40M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$40M
Total Accounts102
10Y AUM Change+$5M (+13.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.