RETIREFUL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $227.6M |
| Discretionary | $83.8M37% of AUM |
| Non-Discretionary | $143.8M |
| Client Accounts | 8 |
| Avg Account Size | $28.4M |
| Employees | 2 |
| Peak AUM | $1.13BMar 2022 |
| AUM CAGR |
AUM by Client Type
Total AUM
$228M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $228M | +21.9% | 8.4% | 24.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $227.6M |
| Discretionary | $83.8M |
| Employees | 2 |
| Client Accounts | 8 |
Contact & Location
Phone
866-464-6608
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Pooled)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$84M
36.8% of AUM
Non-Discretionary
$144M
63.2% of AUM
Disc. mix ▼ 42.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported