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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-23-2020
- Office Locations
- 1
Office Locations
About Retirement Wealth Management, LLC
Retirement Wealth Management, LLC is a New Jersey registered investment adviser focused on retail retirement planning and distribution strategies, investment income, and estate conservation. Portfolios are typically built around low-cost ETFs, with detailed fee/expense analysis and portfolio stress testing against major market drawdowns. The firm emphasizes ongoing reviews and proactive client outreach during periods of volatility; custody includes Schwab and Merrill Lynch.
Team overview
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Client Personas
Investment Themes
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Owner & Executives
RICHARD L POLO JR.
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #5801575
- Ownership
- 50% but less than 75%
RICHARD LOUIS POLO SR
Owner, PRINCIPAL
- CRD
- #2251829
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,680,959 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,680,959 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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