RIA Intel›Advisers›Iowa›ELITE RETIREMENT PLANNING, LLC

ELITE RETIREMENT PLANNING, LLC

Advisory

N·GRIMES, IA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$569M
1-Year AUM Growth
+28.0%
3-Year CAGR
+24.2%
Employees
10
Assets Under Management
Total AUM$569M
Discretionary AUM$569M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients864
Team
Total Employees10
Investment Advisers30
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingMar 27, 2020
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 6+ 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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