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RETIREFUL LLC
CRD 313126File 801-122216
APPROVED
Filing as of Jan 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$227.6M
Below cohort median (national)
Discretionary AUM
$83.8M
Non-discretionary $143.8M
Clients
8
8 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 29, 2021
- Principal office
- Not reported
- Phone
- 866-464-6608
- Website
- https://mohrfunds.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $227.6M
- Discretionary AUM
- $83.8M
- Non-discretionary AUM
- $143.8M
- Discretionary accounts
- 5
- Non-discretionary accounts
- 3
- Total accounts
- 8
- AUM per client
- $28.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 7 | $223.4M |
| Pooled investment vehicles | 1 | $4.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REFERRAL FEES, LICENSING FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for investment companies
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 11This 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.