RIA Intel›Advisers›New Jersey›RETIRESMART CONSULTING, LLC.

RETIRESMART CONSULTING, LLC.

Advisory

PRINCETON, NJ

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

Rank in NJ

#705

of 775 advisers by AUM

Average account

$929K

across 56 accounts

AUM per adviser

$52M

1 advisers

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

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$52M

Discretionary AUM$34M

Non-Discretionary AUM$18M

Discretionary %65.4%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndFebruary

Operates InNJ

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

17 clients

14 high-net-worth

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

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