Retirement Portfolios, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lawrence, KS. Its latest Form ADV filing, dated April 28, 2026, reports $290M in regulatory assets under management, 2 employees, and 253 accounts.
Assets Under Management
$290M
Employees
2
Offices
--
Total Clients
245
Primary office
LAWRENCE, KS
1429 OREAD W DR #110A, LAWRENCE, KS, United States
Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
155
2
HNWI
36.7%
90
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$290Mas of April 28, 2026
Discretionary100.0%
$290M
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$290M
Total Accounts253
10Y AUM Change+$155M (+114.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee123:1
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.