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RETIRE READY WEALTH MANAGEMENT
Legal name: RETIRE READY WEALTH MANAGEMENT, LLC
CRD 316942File 801-136027
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$100.1M
Bottom 25% of cohort (national)
Discretionary AUM
$100.1M
Clients
535
535 accounts
Employees
1
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 28, 2026
- Principal office
- 150 NORTH RADNOR CHESTER ROAD, SUITE F-200, RADNOR, PA, 19087
- Phone
- 610-727-1727
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $100.1M
- Discretionary AUM
- $100.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 535
- Non-discretionary accounts
- 0
- Total accounts
- 535
- AUM per client
- $187K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 11 | $17.1M |
| Individuals (other than high net worth individuals) | 524 | $83.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
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
- Q11D1
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.