This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$166MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$166M

Private client RAUM

$166MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$41.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

921

Individual clients

356

High net worth clients

35

SEC number

801-114202

CRD

151889

Filings on the tape

11

First filed

Sep 27, 2018

Latest filed

Mar 4, 2026

Organised

Limited Liability Company, MI

Website

theretirementresourcegroup.org

• Occurred

  Nov 2, 2023
  Advisor changed firm

  Sheila Ruth Maloney left Retirement Resources, Llc for Foguth Wealth Management, Llc. (registered 2023-11-13)

  Form ADVobserved 6 days ago
• Occurred

  Sep 27, 2018
  First Form ADV filing

  Retirement Resources, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:723ae8ad-243d-b155-99f3-4489ddc32650

First observed

Sep 27, 2018

Last observed

Mar 4, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.