← Tributary

RETIREFUL LLC

· CRD 313126 · IAPD ↗ · mohrfunds.com · 866-464-6608

$227.6MRegulatory AUM
2Advisory reps
2Employees
2Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
February 2026 — RETIREFUL LLC reported RAUM up 25% ($181.3M -> $227.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
April 2024 — RETIREFUL LLC changed its website from mohrcapitalmanagement.com to mohrfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
40
April 2024 — RETIREFUL LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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