# Approach Retirement Advisors

Approach Retirement Advisors is a Bank / Wealth / Trust based in Birmingham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Pensacola, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** approachretirement.com
- **LinkedIn:** https://www.linkedin.com/company/approach-retirement-advisors

## Regulatory record

- **CRD number:** 166221
- **SEC file number:** 801-121714
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166221

## About

Approach Retirement Advisors was established in 2013 as a US-based wealth manager and registered investment advisor. The firm supplies investment advisory services that include asset management, financial planning, and portfolio management. Clients comprise individuals, trusts, estates, charitable organizations, and business entities. No specific asset classes, portfolio holdings, or geographic deployment details beyond the United States headquarters are recorded. No recent operational events from the last 24 months are documented. Team size, additional offices, and adjacent vehicles remain undisclosed. The firm follows a conventional RIA structure with no identified structural differentiators such as co-investor clubs or hybrid mandates.

## Questions

### Who runs investment decisions at Approach Retirement Advisors?

No named principals or investment decision makers are disclosed in available sources.

### Does Approach Retirement Advisors participate in fund commitments or only direct deals?

The firm provides asset management and portfolio management services; specific fund or direct deal activity is not detailed.

## Related profiles

- [Apricity Financial](https://altss.com/profile/apricity-financial)

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Last updated: 2026-06-03T20:00:00.000Z

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