# RETEGY LLC

RETEGY LLC is a Multi Family Office based in Irvine, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://retegy.com
- **LinkedIn:** https://www.linkedin.com/company/retegy

## Regulatory record

- **CRD number:** 294291
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/294291

## About

Retegy LLC specializes in retirement planning and retirement assets investment management. It is a fee-only registered investment advisor that provides comprehensive financial planning and investment management under fiduciary principles, including tax optimization, risk management, and legacy planning. Its company motto is "Save Money on Taxes, Invest the Difference, Retire Happy".

## People

- Vladimir Kouznetsov — EA, CFP®, investment advisor representative

## Questions

### What investment stages does RETEGY typically target?

No target stage is disclosed. RETEGY has not reported any specific portfolio companies or deal structures, making it impossible to determine stage preferences from public sources.

### Which sectors does RETEGY explicitly avoid?

Negative screening is not mentioned in public filings. RETEGY does not disclose any sector exclusions or thematic focuses.

### How is RETEGY related to other entities or families?

No affiliations to any known fortune, family, or fund complex have been reported. The firm's ownership structure is not public.

## Related profiles

- [LELAH Financial](https://altss.com/profile/lelah-financial-llc)
- [K&S Wealth Advisors](https://altss.com/profile/kands-wealth-advisors-llc)

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Last updated: 2026-08-11T15:07:57.118Z

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