← Tributary

RETIREMENT PORTFOLIOS, LLC

LAWRENCE, KS · CRD 330289 · IAPD ↗ · 785-330-9292

$290.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — RETIREMENT PORTFOLIOS, LLC reported RAUM up 90% ($153.0M -> $290.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2026 — RETIREMENT PORTFOLIOS, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
February 2025 — RETIREMENT PORTFOLIOS, LLC (LAWRENCE, KS) is newly SEC-registered with $153.0M RAUM and 1 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.