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RETIREMENT WEALTH SOLUTIONS LLC

MARSHFIELD, WI · CRD 317253 · IAPD ↗ · retirews.com · 715-384-5481

$227.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
March 2026 — RETIREMENT WEALTH SOLUTIONS LLC changed its website from retirementwealthsolutions.com to retirews.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
March 2026 — RETIREMENT WEALTH SOLUTIONS LLC reported RAUM up 29% ($175.8M -> $227.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
October 2024 — RETIREMENT WEALTH SOLUTIONS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
October 2024 — RETIREMENT WEALTH SOLUTIONS LLC now reports custody of client assets ($39.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
March 2024 — RETIREMENT WEALTH SOLUTIONS LLC (MARSHFIELD, WI) is newly SEC-registered with $140.7M RAUM and 2 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.