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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-29-2008
- Office Locations
- 1
Office Locations
About Retirement Evolutions Wealth Management LLC
Retirement Evolutions Wealth Management (Tucson, AZ) provides relationship-based retirement and multigenerational financial planning for Arizona families, including tax, estate, and insurance planning. Portfolios emphasize asset allocation using public funds, ETFs, and fixed income. The team hosts live workshops and community events and begins with an Evolving Retirement consultation; custody includes Schwab and SEI.
Team overview
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Custodian
Investment Themes
Platform
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Technology
Owner & Executives
JON KENNETH MAGOCH
Chief Compliance Officer, Investment Advisor Representative, Owner
- CRD
- #5517365
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEREMY M NEIS
Financial Advisor
- CRD
- #6527415
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,587,265 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,587,265 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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