THE RETIREMENT SOLUTION LLC
C36
CRD 148106·SEC 801-113783·REDMOND, WA
AUM
$699.4M
$500M-$1B
Est. Revenue
$7.0M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $197.3M
'21 · $262.7M
'22 · $466.1M
'23 · $397.0M
'25 · $573.3M
'26 · $699.4M
'20'26
$197.3M → $699.4M▲ +254%
Operations
Advisory staff (5-yr trend)
'20 · 13 advisors
'21 · 12 advisors
'22 · 11 advisors
'23 · 12 advisors
'25 · 15 advisors
'26 · 15 advisors
'20'26
13 advisors → 15 advisors▲ +15%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.