PORT CHARLOTTE, FLCRD 333393Latest ADV April 30, 2026
Ideal Retirement Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Port Charlotte, FL. Its latest Form ADV filing, dated April 30, 2026, reports $124M in regulatory assets under management, 8 employees, 2 offices, and 594 accounts.
Assets Under Management
$124M
Employees
8
Offices
2 offices
Total Clients
311
Primary office
PORT CHARLOTTE, FL
17896 TOLEDO BLADE BLVD, PORT CHARLOTTE, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
214
2
HNWI
31.2%
97
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of April 30, 2026
Discretionary100.0%
$124M
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$124M
Total Accounts594
10Y AUM Change+$22M (+21.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee39:1
10Y Employee Change+5 (+166.7%)
* 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.