SourcingSourcing

RETIRABLE INC.

C27
CRD 307472·SEC 801-118535·NEW YORK, NY
AUM
$301.0M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$903K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RETIRABLE INC.
CRD
307472
SEC file #
801-118535
EIN
842892540
DBA names
Retirable

Economics

AUM
$301.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$5.0M → $301.0M▲ +5893%
Client mix
Individuals Other1,953
Individuals High Net Worth257

Operations

Employees (total)
23
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'21'26
1 advisors → 12 advisors▲ +1100%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
youtube.com/channel/uczoqlzcl5osxuzsrn7pbreg

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
END, ROBERT, TYLER
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
END, ROBERT, TYLER
YAMEY, IAN, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:retirable.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001802330
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2020-02-07
Edgar Last Filing Date
2026-04-28
Edgar Form D Count
5
Edgar Form D Offerings
2026-04-282026-04-28 · 0001231919-26-000414
2025-07-162025-07-16 · 0001231919-25-000121

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Altruist4
E*trade4
Edgar Addresses
Mailing
51 GREENWICH AVE#2NEW YORK, NY 10014
Business
51 GREENWICH AVE#2NEW YORK, NY 10014
Edgar EIN
842892540
Edgar Recent Filings
D2026-04-28 · 0001231919-26-000414
D/A2025-07-16 · 0001231919-25-000121
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5500003
Trust Company Affiliate
No

People (14)

14
END, ROBERT, TYLER
IAR · Direct Owner · 17.5%
5500003
YAMEY, IAN, DANIEL
Direct Owner · 17.5%
7531496
Aleksandra H Szegda
IAR
7639542
Sami Boghos
IAR
7405894
MICHAEL ANTHONY RUSSO
IAR
6926891
MICHAEL CRANDALL COLEMAN
IAR
6298665
Harrison William Schaefer
IAR
7353527
Robert Fredricks Epes
IAR
6367953
Jonah Matthew Coleman
IAR
6219970
ERIC SCHWARTZ
IAR
6826428
TREVA MARIE NOSTDAHL
IAR
7318526
James Anthony DiStasi
IAR
7049854
ROBERT CHRISTOPHER GRISANTI
IAR
7526642
Hunter Neumayer
IAR
7252021