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VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES

RICHMOND, KY · CRD 289463 · IAPD ↗ · vlretirement.com · (859) 626-3400

$559.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES crossed $500M in regulatory AUM ($460.7M -> $559.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
March 2024 — VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES reported RAUM up 25% ($302.1M -> $378.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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