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RETIREMENT AND WEALTH AT ALLIANT, LLC
CRD 167970File 801-78240
APPROVED
Disclosure events
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.37B
Top 10% of cohort (national)
Discretionary AUM
$7.37B
Clients
222
248 accounts
Employees
30
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 9, 2013
- Principal office
- 565 E. SWEDESFORD ROAD, SUITE 100, WAYNE, PA, 19087
- Phone
- 267 363 2865
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.37B
- Discretionary AUM
- $7.37B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 248
- Non-discretionary accounts
- 0
- Total accounts
- 248
- AUM per client
- $33.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $87.8M |
| Pension and profit sharing plans | 216 | $7.29B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 830 | 30 | decreased by800 |
| Apr 1, 2026 | Employees | 30 | 830 | increased by800 |
| Apr 1, 2026 | Clients | 156 | 222 | increased by66 |
| Apr 1, 2026 | AUM | $4,493,036,646 | $7,374,170,393 | increased by$2,881,133,747 |
| Apr 1, 2026 | Accounts | 156 | 248 | increased by92 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 30 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 57 | 156 | increased by99 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $928,000,000 | $4,493,036,646 | increased by$3,565,036,646 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 57 | 156 | increased by99 |
| Mar 1, 2022 | Employees | 24 | 17 | decreased by7 |
| Mar 1, 2022 | Clients | 318 | 57 | decreased by261 |
| Mar 1, 2022 | AUM | $8,400,000,000 | $928,000,000 | decreased by$7,472,000,000 |
| Mar 1, 2022 | Accounts | 318 | 57 | decreased by261 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RETIREMENT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.