RIA Intel›Advisers›California›IRA SOLUTIONS, INC.

IRA SOLUTIONS, INC.

Advisory

SAN DIEGO, CA

Data as of Apr 6, 2026 · Source: SEC Form ADV

Rank in CA

#3,575

of 5,480 advisers by AUM

Average account

$281K

across 159 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients159

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, PA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

159 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

VAN WAGONER MANAGEMENT LLC

SAN FRANCISCO, CA

$45M

SCHROEDER CAPITAL MANAGEMENT, LLC

$45M

DEEP BLUE CAPITAL MANAGEMENT, L.P.

$45M

WADA CAPITAL MANAGEMENT, LLC

$45M

SILVERLAKE PORTFOLIO ADVISORS LLC

$44M

LONDON PACIFIC INSURANCE MARKETING CO

$45M

Get the full picture on IRA SOLUTIONS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track IRA SOLUTIONS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans