RIA Intel›Advisers›Arizona›RK RETIREMENT SOLUTIONS LLC

RK RETIREMENT SOLUTIONS LLC

Advisory

AZ

Data as of Aug 4, 2026 · Source: SEC Form ADV

Average account

$234K

across 92 accounts

AUM per adviser

$11M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 4, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients92

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, MN, 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

92 clients

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.

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NERGARD WEALTH MANAGEMENT, LLC

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MODERN WEALTH LLC

$22M

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WEALTH FOR LIFE, LLC

$21M

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