Transamerica Retirement Solutions, Llc
$458M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$324M
$458M
2023
2025
Same-firm comparison: 3 firms that reported Transamerica Retirement Solutions, Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2023 is shown but partial — only FY2023: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Bison Creek Wealth Management Llc | $241M | $317M | 76.1% | 03/31/2026 |
| Relation Wealth Management, Inc. | $120M | $541M | 22.2% | 03/05/2026 |
| Primetrust Advisors Llc | $96.5M | $422M | 22.9% | 03/23/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.