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RETIREMITTEN FINANCIAL LLC

CLARKSTON, MI · CRD 300779 · IAPD ↗ · retiremitten.com · 248-935-0470

$213.8MRegulatory AUM
4Advisory reps
5Employees
42Clients
11-25Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — RETIREMITTEN FINANCIAL LLC moved its main office from MILFORD, MI to CLARKSTON, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
48
October 2026 — RETIREMITTEN FINANCIAL LLC notice-filed in NJ, OR, VA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2026 — RETIREMITTEN FINANCIAL LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — RETIREMITTEN FINANCIAL LLC reported RAUM up 63% ($130.9M -> $213.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — RETIREMITTEN FINANCIAL LLC notice-filed in AZ, GA, IN, OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
November 2024 — RETIREMITTEN FINANCIAL LLC (MILFORD, MI) is newly SEC-registered with $108.7M RAUM and 3 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.