# THE RETIREMENT SMITH LLC

THE RETIREMENT SMITH LLC is a Multi Family Office based in Fredericksburg, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fredericksburg, United States
- **Region:** North America
- **Address:** Unknown, United States
- **Assets under management:** Undisclosed
- **Website:** unknown.com

## Regulatory record

- **CRD number:** 312623
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312623

## About

THE RETIREMENT SMITH LLC is a state-registered investment adviser in FREDERICKSBURG, VA. It manages approximately $18 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Retirement Planning
- Financial Advisory

## Questions

### Who are the principals of THE RETIREMENT SMITH LLC?

The named principals and leadership team of THE RETIREMENT SMITH LLC are not publicly disclosed in accessible sources. The firm has not maintained a public website, LinkedIn presence, or regulatory filing that lists key personnel as of available records.

### How large is THE RETIREMENT SMITH LLC in terms of assets under management?

THE RETIREMENT SMITH LLC does not publicly disclose its assets under management (AUM), and no third-party estimates are available due to the firm's limited digital footprint. The AUM remains undisclosed.

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Last updated: 2026-07-06T01:24:27.035Z

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