$227.0M Total AUM
$227.0M Disc. AUM
-- 3Y CAGR
4 Employees
188 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-24-2022
- Office Locations
- 1
Office Locations
110 East 2ND Street Marshfield WI
About Retirement Wealth Solutions LLC
Retirement Wealth Solutions LLC is a Marshfield, WI RIA providing financial and investment planning, asset management, insurance, and estate-planning coordination, with a client focus that includes entrepreneurs. Portfolios emphasize asset allocation using public funds (mutual funds/ETFs) and fixed income/annuities where appropriate, with Schwab as custodian and Envestnet/Tamarac in the tech stack.
Team overview
-- AVG AGE
$75.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
P
PATRICK JOHN GALL
Agent, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5118752
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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W
WILLIAM D HEITING
Financial Advisor
- CRD
- #1156475
Available
Available
Available
A
ALLI LOUETTE SCHOENGARTH
--
- CRD
- #8045714
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,991,000 | $385,384 |
| Non-Discretionary | $0 | -- |
| Total | $226,991,000 | $385,384 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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