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

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$1.8BItem 5.F on the latest filing (2023-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$15.0M

Private client RAUM

$15.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

1%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

4

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

5,370

Individual clients

8

SEC number

801-113290

CRD

147640

Filings on the tape

13

First filed

Apr 25, 2018

Latest filed

Mar 31, 2023

Organised

Limited Liability Company, Kansas

• Occurred

  Mar 31, 2023
  Regulatory AUM changed

  Retirement Benchmark, Llc reported RAUM $1.8B, down 49% from $3.5B (2022-03-31 to 2023-03-31)

  Form ADVobserved 4 days ago
  $-1.7B
• Occurred

  Apr 25, 2018
  First Form ADV filing

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

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cefd3bad-5ce7-b007-aa25-8b0c0191a900

First observed

Apr 25, 2018

Last observed

Mar 31, 2023 42 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.