RIA Intel›Advisers›North Dakota›RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC

RETIREMENT RESOURCE WEALTH MANAGEMENT, LLC

Advisory

WEST FARGO, ND

Data as of Aug 11, 2026 · Source: SEC Form ADV

Average account
$130K
across 566 accounts
AUM per adviser
$37M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 11, 2026.

Total AUM
$74M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$74M
Discretionary AUM$74M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients357
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, MN, ND, SD
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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