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Retirement Wealth Solutions LLC
Retirement Wealth Solutions LLC is a SEC-registered investment adviser based in Marshfield, Wisconsin. Founded in 2015, the firm offers comprehensive investment advisory services with a primary focus on retirement planning and wealth management for individuals and high net worth individuals. As of 2025, the firm manages assets for over 160 clients and is staffed by a small team of 3 employees, enabling highly personalized service. Retirement Wealth Solutions serves clients mainly in the United States and adheres to compliance requirements for all states in which it operates.
Investment Strategy
Retirement Wealth Solutions LLC primarily manages investment portfolios for individuals and high net worth individuals using a diversified approach that emphasizes asset allocation across equities and fixed income securities. The firm's strategy leverages broad-based ETFs and mutual funds, focusing on long-term growth while seeking to manage risk and preserve capital according to each client’s unique financial goals and retirement timelines. The investment philosophy is centered on achieving steady, risk-adjusted returns with a disciplined, client-focused process.
Latest 13F Filing Activity
Retirement Wealth Solutions LLC filed their most recent 13F report on Sep 30, 2025 disclosing 802 equity positions with a total 13F market value of $152M. The fund increased holdings in Blackrock Etf Trust, Ishares TR, Ishares Inc. among other positions. Retirement Wealth Solutions LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (802)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 16.65% | $25.3M | 41,373 | $538.81 | $612.38 | +$1.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 9.85% | $15.0M | 250,189 | $47.83 | $59.92 | +$403.5K |
I IVV | ISHARES TR | 8.37% | $12.7M | 19,033 | $590.56 | $669.30 | +$1.3M |
V VWO | VANGUARD INTL EQUITY INDEX F | 4.28% | $6.5M | 120,273 | $44.11 | $54.18 | +$451.8K |
B BNDX | VANGUARD CHARLOTTE FDS | 4.05% | $6.2M | 124,546 | $49.05 | $49.46 | +$25.7K |
Industry Allocation
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