# Family Retirement LLC

> Family Retirement LLC is a state-registered investment advisory firm in Seattle, WA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 290423
- Filed as: FAMILY RETIREMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290423
- AdvisorCensus page: https://advisorcensus.com/firm/family-retirement-llc-seattle-wa-290423

## Quick answers

**How is Family Retirement LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Family Retirement LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Family Retirement LLC located?**
Family Retirement LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is Family Retirement LLC registered with the SEC or a state?**
Family Retirement LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290423.

**How much does Family Retirement LLC manage?**
Family Retirement LLC reports $22,013,845 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**What types of clients does Family Retirement LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (17).

**Does Family Retirement LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290423

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $22,013,845
- Discretionary: $22,013,845
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $7,162,695 |
| High net worth individuals | 17 | $14,851,150 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [familyretire.com](https://familyretire.com)
- Facebook @FAMILYRETIRE
- Instagram @familyretire
- LinkedIn @family-retirement-llc
- YouTube @UC-H9LUz7q5lp2Mi_qIz242g

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Retirement LLC (CRD 290423): Form ADV filing data as of October 2026.