# Retirement Wealth Management, LLC

> Retirement Wealth Management, LLC is a state-registered investment advisory firm in Peachtree Corners, GA, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated March 17, 2026.

- CRD: 147968
- Filed as: RETIREMENT WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Peachtree Corners, GA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147968
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-wealth-management-llc-peachtree-corners-ga-147968

## Quick answers

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

**Where is Retirement Wealth Management, LLC located?**
Retirement Wealth Management, LLC's principal office is in Peachtree Corners, GA, according to its Form ADV.

**Is Retirement Wealth Management, LLC registered with the SEC or a state?**
Retirement Wealth Management, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147968.

**Does Retirement Wealth Management, 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/147968

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Wealth Management, LLC (CRD 147968): Form ADV filing data as of October 2026.