Data / Investment advisers / Wisconsin / Retirement Income Strategies, LLC
Retirement Income Strategies, LLC, Evansville, WI: $159 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Retirement Income Strategies, LLC is an SEC registered investment adviser with its main office in Evansville, Wisconsin and reports $159 million in regulatory assets under management in its Form ADV filed February 27, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and subscription fees.
The request: Watch Retirement Income Strategies, LLC (CRD number 318052): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 318052
- SEC file number
- 801-123370
- SEC status
- Approved, effective March 8, 2022
- Main office
- 7 East Main Street Suite 6, Evansville, WI 53536
- Phone
- (608) 208-1800
- Website
- ri-strategies.com
- Regulatory AUM
- $159,021,823 in the Form ADV filed February 27, 2026
- Discretionary AUM
- $159,021,823
- Accounts
- 947
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, subscription fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 309 | $105.9 million |
| High net worth individuals | 30 | $52.4 million |
| Pension and profit sharing plans | Fewer than 5 | $507,792 |
| Corporations or other businesses | Fewer than 5 | $192,217 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $159 million | February 27, 2026 |
| December 1, 2025 | $154.6 million | March 3, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stonehaven Wealth & Tax Solutions | Appleton | $168.2 million | Not listed | adviserinfo.sec.gov |
| McKinley Money, LLC | Eau-Claire | $163.7 million | Not listed | adviserinfo.sec.gov |
| Elite Wealth Management, Inc. | Plover | $161.4 million | Not listed | adviserinfo.sec.gov |
| Portfolio Design Services, LLC | River Falls | $159.8 million | Not listed | adviserinfo.sec.gov |
| Sycamore Investment Consulting Services, LLC | Madison | $159.6 million | Not listed | adviserinfo.sec.gov |
| Plus Group Wealth Advisors, LLC | Belgium | $158.9 million | Not listed | adviserinfo.sec.gov |
| Titletown Wealth Management, LLC | Green Bay | $150.3 million | Not listed | adviserinfo.sec.gov |
| Financial Strategies, Inc. | Brookfield | $149.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Retirement Income Strategies, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.