RIA Intel›Advisers›Arizona›RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC

RETIREMENT EVOLUTIONS WEALTH MANAGEMENT LLC

Advisory

TUCSON, AZ

Data as of Jul 17, 2026 · Source: SEC Form ADV

Rank in AZ

#286

of 387 advisers by AUM

Average account

$173K

across 518 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 17, 2026.

Total AUM

$90M

Discretionary %

100%

Clients

518

Employees

5

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$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients518

Team

Total Employees5

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

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.

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Owners & Officers

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

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Client Demographics

518 clients

21 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 AZ

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

BRIDGE FINANCIAL STRATEGIES, LLC

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INNOVATIVE FINANCIAL SOLUTIONS, INC.

CHANDLER, AZ

$89M

SUNSTONE FINANCIAL LLC

CHANDLER, AZ

$89M

EMPIRIKAL PARTNERS LLC

$87M

BIG CEDAR INVESTMENT ADVISORS, LLC

SCOTTSDALE, AZ

$92M

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