← Tributary

APPROACH RETIREMENT ADVISORS, LLC

BIRMINGHAM, AL · CRD 166221 · IAPD ↗ · approachretirement.com · (205) 588-8637

$227.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — APPROACH RETIREMENT ADVISORS, LLC moved its main office from VESTAVIA, AL to BIRMINGHAM, AL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
April 2025 — APPROACH RETIREMENT ADVISORS, LLC now reports custody of client assets ($98.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.