← Tributary

RETIREWELL PLANS

MELVILLE, NY · CRD 327320 · IAPD ↗ · 631-559-3404

$34.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2024 — RETIREWELL PLANS (MELVILLE, NY) left the SEC roster (was $34.3M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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