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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.