TAURUM RETIREMENT PARTNERS, LLC

CRD 282017File 801-130407

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$155.9M

Bottom 25% of cohort (national)

Discretionary AUM

$154.0M

Non-discretionary $2.0M

Clients

127

422 accounts

Employees

Bottom 25% of cohort in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: May 31, 2024
Principal office: 1921 S ALMA SCHOOL ROAD SUITE 308, MESA, AZ, 85210
Phone: 480-626-2501
Website: HTTPS://www.taurum.us

Assets & accounts

ADV Item 5F

Total regulatory AUM: $155.9M
Discretionary AUM: $154.0M
Non-discretionary AUM: $2.0M
Discretionary accounts: 409
Non-discretionary accounts: 13
Total accounts: 422
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$7.2M
High net worth individuals	51	$120.7M
Pension and profit sharing plans	Fewer than 5	$4.2M
Individuals (other than high net worth individuals)	76	$23.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — REFERRAL/SOLICITOR FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

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.