# Retirement Resources Wealth Management, LP

> Retirement Resources Wealth Management, LP is a state-registered investment advisory firm in El Paso, TX, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 142428
- Filed as: RETIREMENT RESOURCES WEALTH MANAGEMENT, LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: El Paso, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142428
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-resources-wealth-management-lp-el-paso-tx-142428

## Quick answers

**How is Retirement Resources Wealth Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Resources Wealth Management, LP 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 Retirement Resources Wealth Management, LP located?**
Retirement Resources Wealth Management, LP's principal office is in El Paso, TX, according to its Form ADV.

**Is Retirement Resources Wealth Management, LP registered with the SEC or a state?**
Retirement Resources Wealth Management, LP is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 142428.

**How much does Retirement Resources Wealth Management, LP manage?**
Retirement Resources Wealth Management, LP reports $49,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Retirement Resources Wealth Management, LP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105).

**Does Retirement Resources Wealth Management, LP 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/142428

## 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: $49,000,000
- Discretionary: $49,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $49,000,000 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rrwealth.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Resources Wealth Management, LP (CRD 142428): Form ADV filing data as of October 2026.