RIA Intel›Advisers›Alabama›APPROACH RETIREMENT ADVISORS, LLC

APPROACH RETIREMENT ADVISORS, LLC

Advisory

N·BIRMINGHAM, AL

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$227M
1-Year AUM Growth
+13.2%
3-Year CAGR
+2.8%
Employees
2
Assets Under Management
Total AUM$227M
Discretionary AUM$227M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients153
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingJun 8, 2021
Latest FilingMar 16, 2026
🔒 Full AUM trend chart and 6 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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