WEST DES MOINES, IACRD 300925Latest ADV March 27, 2026
Retireright Consulting Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Des Moines, IA. Its latest Form ADV filing, dated March 27, 2026, reports $561M in regulatory assets under management, 5 employees, 3 offices, and 733 accounts.
Assets Under Management
$561M
Employees
5
Offices
3 offices
Total Clients
500
Primary office
WEST DES MOINES, IA
1200 VALLEY WEST DRIVE, SUITE 707, WEST DES MOINES, IA, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
289
2
HNWI
33.2%
166
3
Pension Plans
7.6%
38
4
Charitable
1.0%
5
5
Corporations
0.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$561Mas of March 27, 2026
Discretionary39.3%
$221M
39% of total RAUM39.3%
Non-discretionary60.7%
$340M
61% of total RAUM60.7%
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$561M
Total Accounts733
10Y AUM Change+$561M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee100:1
10Y Employee Change+1 (+25.0%)
* 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.