Retireful Llc
- Regulatory AUM
- $228M
- Discretionary
- $83.8M
- Clients
- 8
- Avg AUM / client
- $28.4M
- Accounts
- 8
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jan 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 7 | $223M | 98.2% |
| Pooled investment vehicles (non-investment companies) | 1 | $4.2M | 1.82% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mohr, Daniel, Harris | Chief Executive Officer | Jan 2021 (6y) | 75% or more | |
| Mark Joseph Deangelis | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Sonya Sue Lincolnhol | Vp Of Investments | Feb 2023 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/25/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • REFERRAL FEES, LICENSING FEES
Services
- • Portfolio management for investment companies
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $574M (51% of AUM) Jul 2022
- Charles Schwab & Co. $1.3M (0% of AUM) Jul 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 25, 2026.
View current Form ADV (SEC/IAPD) ↗