RIA Intel›Advisers›Georgia›ACTIFY INVESTOR RETIREMENTS, LLC

ACTIFY INVESTOR RETIREMENTS, LLC

Advisory

PEACHTREE CORNERS, GA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in GA

#567

of 607 advisers by AUM

Average account

$146K

across 421 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$61M

Discretionary AUM$5M

Non-Discretionary AUM$56M

Discretionary %8.7%

Total Clients421

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In11 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

421 clients

The full client-type breakdown and the share of AUM each category represents.

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