$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-13-2004
- Office Locations
- 1
Office Locations
11200 Broadway Suite 2743 Pearland TX
About Retirement Solutions
Retirement Solutions is a Pearland, TX RIA providing retirement-focused financial planning and ongoing investment management for individuals, including business owners and entrepreneurs. Portfolios emphasize asset allocation and risk management, using vehicles such as ETFs and mutual funds, with insurance/annuity planning as needed. The practice is Schwab-custodied and follows an education-driven three-step client process.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$150.0K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DARVON JAMES WEBB
Investment Advisor, Owner
- CRD
- #4235783
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Public Funds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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