# IQ Retirement Portfolios LLC

> IQ Retirement Portfolios LLC is a state-registered investment advisory firm in St. Petersburg, FL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 26, 2025.

- CRD: 308294
- Filed as: IQ RETIREMENT PORTFOLIOS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St. Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: December 26, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308294
- AdvisorCensus page: https://advisorcensus.com/firm/iq-retirement-portfolios-llc-st-petersburg-fl-308294

## Quick answers

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

**Where is IQ Retirement Portfolios LLC located?**
IQ Retirement Portfolios LLC's principal office is in St. Petersburg, FL, according to its Form ADV.

**Is IQ Retirement Portfolios LLC registered with the SEC or a state?**
IQ Retirement Portfolios LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308294.

**How much does IQ Retirement Portfolios LLC manage?**
IQ Retirement Portfolios LLC reports $5,800,000 in regulatory assets under management in its Form ADV filing dated December 26, 2025 (100% discretionary).

**What types of clients does IQ Retirement Portfolios LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does IQ Retirement Portfolios 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/308294

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,800,000
- Discretionary: $5,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $5,800,000 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iqretirementportfolios.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IQ Retirement Portfolios LLC (CRD 308294): Form ADV filing data as of October 2026.