# Retirement Wealth Solutions LLC

Retirement Wealth Solutions LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/patrick-gall-cfp%c2%ae-chfc-lutcf-b9a496a9

## Regulatory record

- **CRD number:** 317253
- **SEC file number:** 801-129528
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317253

## About

RETIREMENT WEALTH SOLUTIONS LLC is an SEC-registered investment adviser in MARSHFIELD, WI, registered since 2024. The firm manages approximately $227 million in assets. It has 4 employees and 3 investment advisers.

## Questions

### What is the firm's regulatory history?

Retirement Wealth Solutions LLC is registered with the SEC as an RIA. No public disclosures of regulatory actions, complaints, or civil proceedings were found in this research.

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- [TRANSFORM RETIREMENT](https://altss.com/profile/transform-retirement)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/retirement-wealth-solutions-llc

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