RIA Intel›Advisers›Texas›RETIREMENT RESOURCES WEALTH MANAGEMENT, LP

RETIREMENT RESOURCES WEALTH MANAGEMENT, LP

Advisory

EL PASO, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#1,764

of 2,813 advisers by AUM

Average account

$467K

across 105 accounts

AUM per adviser

$49M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients105

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructurePartnership

Fiscal Year EndDecember

Operates InTX

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

105 clients

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

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

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