CRD: 142428
Retirement Resources Wealth Management, LP
$49.0M Total AUM
$49.0M Disc. AUM
-- 3Y CAGR
1 Employees
105 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · John Hancock · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-24-2007
- Office Locations
- 1
Office Locations
7362 Remcon CIR EL Paso TX
About Retirement Resources Wealth Management, LP
Retirement Resources Wealth Management, LP is a Texas-based RIA serving retirees/pre-retirees, working professionals, and small business owners with retirement planning, wealth management, and estate strategy. The firm builds risk-managed portfolios with a notable fixed-income emphasis (investment-grade corporates, munis, and government/agency bonds) and uses ETFs selectively, with custody through Charles Schwab.
Team overview
54 AVG AGE
$49.0M AVG AUM / ADVISOR
$466.7K AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
THOMAS ALLEN HERBERT
Investment Advisor, PARTNER
- CRD
- #5245636
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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