Adviser Profile

As of Date 01/25/2026
Registration SEC, Approved, 07/29/2021
Other registrations (1)
Former registrations

RETIREFUL LLC

Contact Info 866 xxxxxxx
Websites
AUM* 227,558,670 22%
of that, discretionary 83,790,217 -66%
Number of Employees 2 -33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 28,444,834 -30%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

834M 715M 596M 477M 357M 238M 119M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker46137V357 Stock NameINVESCO EXCHANGE TRADED FD T $ Position$9,805,718 % Position9.00% $ Change124.00% # Change102.00%
Stck Ticker78462F103 Stock NameSTATE STR SPDR S&P 500 ETF T $ Position$5,962,212 % Position6.00% $ Change174.00% # Change138.00%
Stck Ticker219350105 Stock NameCORNING INC $ Position$3,838,857 % Position4.00% $ Change102.00% # Change7.00%
Stck Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$3,187,453 % Position3.00% $ Change1381.00% # Change419.00%
Stck Ticker04626A103 Stock NameASTERA LABS INC $ Position$3,001,486 % Position3.00% $ Change # Change
Stck Ticker458140100 Stock NameINTEL CORP $ Position$2,713,988 % Position3.00% $ Change # Change
Stck Ticker81369Y209 Stock NameSELECT SECTOR SPDR TR $ Position$2,703,408 % Position3.00% $ Change # Change
Stck Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$3,030,011 % Position3.00% $ Change68.00% # Change-51.00%
Stck Ticker92204A702 Stock NameVANGUARD WORLD FD $ Position$2,909,356 % Position3.00% $ Change42.00% # Change728.00%
Stck Ticker958102105 Stock NameWESTERN DIGITAL CORP $ Position$3,270,885 % Position3.00% $ Change51.00% # Change-36.00%

Brochure Summary