RIA · CRD 142428SEC-Registered

Updated:

Retirement Resources Wealth Management

RETIREMENT RESOURCES WEALTH MANAGEMENT, LP is an SEC-registered investment adviser in EL PASO, TX. The firm manages $49 million in assets. It has 1 employee...

Retirement Resources Wealth Management

RETIREMENT RESOURCES WEALTH MANAGEMENT, LP is an SEC-registered investment adviser in EL PASO, TX. The firm manages $49 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

What is Retirement Resources Wealth Management's primary service offering?

Based on its name and registration as an RIA, the firm appears to focus on retirement planning and wealth management for individual clients. No public documentation specifies a detailed service menu or investment strategy.

Is Retirement Resources Wealth Management structured as a single family office?

No. The firm is registered as a limited partnership RIA, distinct from a family office structure, which typically serves one or a few wealthy families. Its LP suffix implies a multi-advisor or partnership model.

Does Retirement Resources Wealth Management disclose its assets under management?

As of mid-2026, no publicly available figure for AUM has been found. Given the absence of SEC filings or media coverage, it is likely the firm is below the threshold requiring public reporting or chooses not to disclose voluntarily.

Who are the key principals at Retirement Resources Wealth Management?

No names of principals or investment professionals are publicly associated with the firm. This suggests a privacy posture common among smaller RIAs or that the firm operates under a different brand or through a broker-dealer network.

Where is Retirement Resources Wealth Management headquartered?

The firm's physical headquarters address is not publicly listed in accessible records. Without a website or regulatory filing, geographic location remains unknown.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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