RWM is an independent Registered Investment Advisory (RIA) firm based in Atlanta, Georgia that consults on institutional, non-profit, and higher education retirement plans as well as endowments and foundations and has been recognized by PLANADVISER as one of the Top 100 Retirement Plan Advisers in the country. With extensive experience in fiduciary exposure management, plan design, implementation, investment selection and monitoring we are able to help reduce our clients' workload by easing fiduciary management, streamlining plan administration, maximizing plan efficiency, reducing costs, and increasing participants' retirement readiness. We are committed to supporting you, your plan, and its goals by developing a clear framework to improve employee understanding of your plan's offerings, encourage participation, and promote satisfaction with your company benefits.
View Top Employees from Retirement Wealth Management, LLCWebsite | http://www.rwmassets.com |
Revenue | $3 million |
Employees | 6 (6 on RocketReach) |
Founded | 2007 |
Address | 5425 Peachtree Pkwy, Peachtree Corners, Georgia 30092, US |
Phone | (770) 217-2521 |
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Industry | Financial Services, Finance General, Finance |
Competitors | ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC., Employee Incentive Plans, Inc, MBC Investment Consulting Inc, Soundhaven Capital, Westgate Capital Consultants, LLC |
SIC | SIC Code 87 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Retirement Wealth Management, LLC annual revenue was $3 million in 2024.
Michael Driscoll is the Senior Vice President of Retirement Wealth Management, LLC.
6 people are employed at Retirement Wealth Management, LLC.
Retirement Wealth Management, LLC is based in Peachtree Corners, Georgia.
The NAICS codes for Retirement Wealth Management, LLC are [523, 52].
The SIC codes for Retirement Wealth Management, LLC are [87, 62].