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RETIRABLE

NEW YORK, NY · CRD 307472 · IAPD ↗ · 833 222 1807

$301.0MRegulatory AUM
12Advisory reps
23Employees
38Clients
More than 500Planning clients
0Private funds
47States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — RETIRABLE notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
April 2026 — RETIRABLE grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2026 — RETIRABLE reported RAUM up 130% ($130.6M -> $301.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — RETIRABLE notice-filed in AL, CO, DC, DE, IA, ID, KY, LA, ME, MN, MO, MT, NH, NM, OK, UT, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — RETIRABLE reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2025 — RETIRABLE grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — RETIRABLE reported RAUM up 116% ($60.5M -> $130.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — RETIRABLE notice-filed in AR, CT, HI, IN, KS, MA, MI, MS, OH, OR, PA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — RETIRABLE reported RAUM up 199% ($20.2M -> $60.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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