← Tributary

IDEAL RETIREMENT SOLUTIONS

PORT CHARLOTTE, FL · CRD 333393 · IAPD ↗ · (941) 876-8985

$123.5MRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — IDEAL RETIREMENT SOLUTIONS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — IDEAL RETIREMENT SOLUTIONS (PORT CHARLOTTE, FL) is newly SEC-registered with $101.4M RAUM and 4 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.