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TAURUM RETIREMENT PARTNERS, LLC

MESA, AZ · CRD 282017 · IAPD ↗ · taurum.us · 480-626-2501

$155.9MRegulatory AUM
2Advisory reps
2Employees
6Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2025 — TAURUM RETIREMENT PARTNERS, LLC changed its website from taurum.net to taurum.us.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2025 — TAURUM RETIREMENT PARTNERS, LLC reported RAUM up 25% ($113.8M -> $142.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — TAURUM RETIREMENT PARTNERS, LLC (MESA, AZ) is newly SEC-registered with $113.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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