RIA Intel›Advisers›Nevada›QTS RETIREMENT SERVICES LLC

QTS RETIREMENT SERVICES LLC

Advisory

LAS VEGAS, NV

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in NV

#127

of 130 advisers by AUM

Average account

$531K

across 111 accounts

AUM per adviser

$59M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$59M

Discretionary %

97.8%

Clients

85

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$59M

Discretionary AUM$58M

Non-Discretionary AUM$1M

Discretionary %97.8%

Total Clients85

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV

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

85 clients

1 high-net-worth

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

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Advisers of similar size in NV

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

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$62M

OGARD CAPITAL MARKETS RESEARCH LLC

HENDERSON, NV

$62M

KMI WEALTH LLC

RENO, NV

$55M

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