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Retirement Wealth Strategies, LLC (Phoenix)


Retirement Wealth Strategies, LLC is an adviser based in Phoenix. It manages $18 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Arizona.




Retirement Wealth Strategies provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Wealth Strategies: assets under management

The assets under management (AUM) of Retirement Wealth Strategies, LLC is $18 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $16 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Retirement Wealth Strategies, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Phoenix

The principal office where Retirement Wealth Strategies, LLC performs its advisory services is located at 2200 E. Camelback Road, Phoenix, AZ 85016 2601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-955-7200 or by fax 602-712-1445. The normal business hours are 9am- 5pm on Monday - Friday.


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