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SPECIALIZED RETIREMENT CONSULTANTS LLC

· CRD 317027 · IAPD ↗ · 401tk.com · (906) 236-5500

$186.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
March 2026 — SPECIALIZED RETIREMENT CONSULTANTS LLC changed its website from usa4o1k.tech to 401tk.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
July 2024 — SPECIALIZED RETIREMENT CONSULTANTS LLC changed its website from specializedretire.com to usa4o1k.tech.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2024 — SPECIALIZED RETIREMENT CONSULTANTS LLC reported RAUM up 27% ($120.9M -> $153.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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