RIA Intel›Advisers›Washington›FAMILY RETIREMENT LLC

FAMILY RETIREMENT LLC

Advisory

SEATTLE, WA

Data as of Aug 20, 2026 · Source: SEC Form ADV

Average account

$386K

across 57 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX, WA

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

47 clients

17 high-net-worth

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

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