Taurum Retirement Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mesa, AZ. Its latest Form ADV filing, dated March 25, 2026, reports $156M in regulatory assets under management, 2 employees, and 422 accounts.
Assets Under Management
$156M
Employees
2
Offices
--
Total Clients
127
Primary office
MESA, AZ
1921 S ALMA SCHOOL ROAD SUITE 308, MESA, AZ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.8% of total clients.
Top client categories% of clientsClients
1
Individuals
59.8%
76
2
HNWI
40.2%
51
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of March 25, 2026
Discretionary98.7%
$154M
99% of total RAUM98.7%
Non-discretionary1.3%
$2M
1% of total RAUM1.3%
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$156M
Total Accounts422
10Y AUM Change+$42M (+37.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee64:1
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.