RIA Intel›Advisers›New Jersey›RETIREMENT WEALTH MANAGEMENT, LLC

RETIREMENT WEALTH MANAGEMENT, LLC

Advisory

NUTLEY, NJ

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in NJ

#676

of 775 advisers by AUM

Average account

$326K

across 186 accounts

AUM per adviser

$30M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients86

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, TX

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

86 clients

29 high-net-worth

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

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