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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

BILL LOSEY RETIREMENT SOLUTIONS, LLC

CRD 140731

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:86c8f662-a07e-6311-b9c7-cc48e2b0aee9

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2013 to Sep 1, 2026
21 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $39.6MItem 5.F on the latest filing (2026-09-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $39.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $39.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 102
Individual clients: 43
High net worth clients: 11
Custody, client assets: $39.6M
SEC number: 801-78201
CRD: 140731
Filings on the tape: 21
First filed: Jun 6, 2013
Latest filed: Sep 1, 2026
Organised: Limited Liability Company, NY
Website: billlosey.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM ALBERT LOSEY	Certified Financial Planner	THE VILLAGES, FL	5	33	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LOSEY, WILLIAM, ALBERT	PRINCIPAL & MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	E	yes	07/2005	Jun 6, 2013	Sep 4, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 15, 2026	$39.6M	$0	1	1	0	n/a	n/a
2024	Jan 21, 2025	$37.3M	$0	1	1	1	n/a	n/a
2023	Feb 7, 2024	$38.3M	$0	1	1	1	n/a	n/a
2022	Feb 6, 2023	$35.5M	$0	1	1	0	n/a	n/a
2021	Jan 11, 2022	$40.5M	$0	1	1	0	n/a	n/a
2020	Jan 18, 2021	$37.5M	$0	1	1	0	n/a	n/a
2019	Jan 3, 2020	$35.6M	$0	1	1	0	n/a	n/a
2018	Feb 7, 2019	$33.5M	$0	1	1	0	n/a	n/a
2017	Feb 22, 2018	$37.3M	$0	1	1	0	n/a	n/a
2016	Mar 9, 2017	$34.9M	$0	1	1	n/a	n/a	n/a
2015	Feb 4, 2016	$34.5M	$0	1	1	n/a	n/a	n/a
2014	Feb 18, 2015	$35.4M	$35.4M	1	1	n/a	n/a	n/a
2013	Mar 12, 2014	$35.0M	$0	1	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$39.6M	$37.3M	6.1%	$35.5M	3.7%	1	1	0	1

Relationships

Registered with (1)

← WILLIAM ALBERT LOSEYAdvisorregistration: previous registration
Mar 21, 2011 to Dec 1, 2011factForm ADV

Controls (1)

← LOSEY, WILLIAM, ALBERTOwnerPRINCIPAL & MANAGING PARTNER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 6, 2013 to Sep 4, 2024factForm ADV

Dated events

Occurred
Jun 6, 2013
First Form ADV filing
Bill Losey Retirement Solutions, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86c8f662-a07e-6311-b9c7-cc48e2b0aee9
First observed: Jun 6, 2013
Last observed: Sep 1, 2026 18 days 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.

BILL LOSEY RETIREMENT SOLUTIONS, LLC

CRD 140731

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:86c8f662-a07e-6311-b9c7-cc48e2b0aee9

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM ALBERT LOSEY

Certified Financial Planner

THE VILLAGES, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOSEY, WILLIAM, ALBERT

PRINCIPAL & MANAGING PARTNER & CHIEF COMPLIANCE OFFICER

yes

07/2005

Jun 6, 2013

Sep 4, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 15, 2026

$39.6M

n/a

2024

Jan 21, 2025

$37.3M

n/a

2023

Feb 7, 2024

$38.3M

n/a

2022

Feb 6, 2023

$35.5M

n/a

2021

Jan 11, 2022

$40.5M

n/a

2020

Jan 18, 2021

$37.5M

n/a

2019

Jan 3, 2020

$35.6M

n/a

2018

Feb 7, 2019

$33.5M

n/a

2017

Feb 22, 2018

$37.3M

n/a

2016

Mar 9, 2017

$34.9M

n/a

2015

Feb 4, 2016

$34.5M

n/a

2014

Feb 18, 2015

$35.4M

n/a

2013

Mar 12, 2014

$35.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$39.6M

$37.3M

6.1%

$35.5M

3.7%