The Retirement Solution LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redmond, WA. Its latest Form ADV filing, dated March 30, 2026, reports $699M in regulatory assets under management, 35 employees, 4 offices, and 3,164 accounts.
Assets Under Management
$699M
Employees
35
Offices
4 offices
Total Clients
824
Primary office
REDMOND, WA
18300 REDMOND WAY, SUITE 250, REDMOND, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
499
2
HNWI
39.3%
324
3
Corporations
0.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$699Mas of May 15, 2026
Discretionary64.2%
$449M
64% of total RAUM64.2%
Non-discretionary35.8%
$250M
36% of total RAUM35.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$699M
Total Accounts3,164
10Y AUM Change+$575M (+464.0%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee24:1
10Y Employee Change+10 (+40.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2011 and 2018. Charts show the most recent available filing segment under this CRD.
* 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.