MARSHFIELD, WICRD 317253Latest ADV February 3, 2026
Retirement Wealth Solutions LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marshfield, WI. Its latest Form ADV filing, dated February 3, 2026, reports $227M in regulatory assets under management, 4 employees, and 589 accounts.
Assets Under Management
$227M
Employees
4
Offices
--
Total Clients
188
Primary office
MARSHFIELD, WI
110 EAST 2ND STREET, MARSHFIELD, WI, 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 60.1% of total clients.
Top client categories% of clientsClients
1
Individuals
60.1%
113
2
HNWI
39.9%
75
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of February 3, 2026
Discretionary100.0%
$227M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$227M
Total Accounts589
10Y AUM Change+$86M (+61.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
10Y Employee Change+1 (+33.3%)
* 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.