SourcingSourcing

RETIREFUL LLC

C39
CRD 313126·SEC 801-122216
AUM
$227.6M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$683K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RETIREFUL LLC
CRD
313126
SEC file #
801-122216
EIN
861700754
DBA names
—

Economics

AUM
$227.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$834.2M → $227.6M▼ -73%
Client mix
Investment Companies7
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
01/25/2026
ADV-W filed at
—
Website
mohrfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOHR, DANIEL, HARRIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MOHR, DANIEL, HARRIS
DEANGELIS, MARK, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
MOHRFUNDS.COM
Rdap Domain Creation Date
2021-07-03T22:23:36Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001919176
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2022-05-06
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0001919176-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
16932 WILLOWBROOK DRIVEHASLETT, MI 48840
Business
16932 WILLOWBROOK DRIVEHASLETT, MI 48840
Edgar EIN
861700754
Edgar Recent Filings
13F-HR2026-04-15 · 0001919176-26-000002
13F-HR2026-01-15 · 0001919176-26-000001
Firm Has Custody
No
Rdap Domain Expiration Date
2026-07-03T22:23:36Z
Rdap Domain Last Changed
2025-06-19T00:45:03Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
4830863
Trust Company Affiliate
No

People (3)

3
DANIEL HARRIS MOHR
Direct Owner · 87.5%
4830863
Lincolnhol, Sonya, Sue
IAR · Executive Officer · 2.5%
7080414
Deangelis, Mark, Joseph
Executive Officer · 2.5%
2827088