Retireful LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 25, 2026, reports $228M in regulatory assets under management, 2 employees, 1 office, and 8 accounts.
Top client segmentInvestment Cos. represent 87.5% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
87.5%
7
2
Pooled Investment Vehicles
12.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$228Mas of January 25, 2026
Discretionary36.8%
$84M
37% of total RAUM36.8%
Non-discretionary63.2%
$144M
63% of total RAUM63.2%
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$228M
Total Accounts8
10Y AUM Change$-607M (-72.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee4:1
10Y Employee Change+1 (+100.0%)
* 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.