RIA Intel›Advisers›Washington›THE RETIREMENT SOLUTION LLC

THE RETIREMENT SOLUTION LLC

Advisory

N·REDMOND, WA

Data as of May 15, 2026 · Source: SEC Form ADV

Total AUM

$699M

1-Year AUM Growth

+20.6%

3-Year CAGR

+7.4%

Employees

15

Assets Under Management

Total AUM$699M

Discretionary AUM$449M

Non-Discretionary AUM$250M

Discretionary %64.2%

Total Clients860

Team

Total Employees15

Investment Advisers35

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record71

First FilingSep 30, 2008

Latest FilingMay 15, 2026

🔒 Full AUM trend chart and 71 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE RETIREMENT SOLUTION LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.