# Taurum Retirement Partners, LLC

> Taurum Retirement Partners, LLC is an SEC-registered investment advisory firm in Mesa, AZ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 282017
- Filed as: TAURUM RETIREMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mesa, AZ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282017
- AdvisorCensus page: https://advisorcensus.com/firm/taurum-retirement-partners-llc-mesa-az-282017

## Quick answers

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

**Where is Taurum Retirement Partners, LLC located?**
Taurum Retirement Partners, LLC's principal office is in Mesa, AZ, according to its Form ADV.

**Is Taurum Retirement Partners, LLC registered with the SEC or a state?**
Taurum Retirement Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 282017.

**How much does Taurum Retirement Partners, LLC manage?**
Taurum Retirement Partners, LLC reports $155,931,747 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (99% discretionary).

**How have Taurum Retirement Partners, LLC's assets and staff changed since 2024?**
In the Form ADV data for Taurum Retirement Partners, LLC: Regulatory assets under management: $113,825,700 in the October 2024 data and $155,931,747 in the October 2026 data, up 37%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Taurum Retirement Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (51).

**Which custodians does Taurum Retirement Partners, LLC use?**
Taurum Retirement Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Taurum Retirement Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282017

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $155,931,747
- Discretionary: $153,954,528
- Non-discretionary: $1,977,219

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $23,937,877 |
| High net worth individuals | 51 | $120,676,859 |
| 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) | Fewer than 5 | $4,166,750 |
| 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 | Fewer than 5 | $7,150,261 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- taurum.co
- taurum.net
- taurum.us
- taurumfinancial.com
- LinkedIn @taurumretirementpartners
- LinkedIn @jacksonbeck
- LinkedIn @robsollis

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $113,825,700 | 2 | June 6, 2024 |
| October 2025 | $142,573,414 | 2 | March 28, 2025 |
| October 2026 | $155,931,747 | 2 | March 25, 2026 |

Regulatory assets under management: $113,825,700 in the October 2024 data and $155,931,747 in the October 2026 data, up 37%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taurum Retirement Partners, LLC (CRD 282017): Form ADV filing data as of October 2026.