Retirement Wealth Management, LLC Employee Directory

Q: What is Retirement Wealth Management, LLC known for?

Retirement Wealth Management, LLC was founded in 2007. Retirement Wealth Management, LLC operates in the Financial Services industry.

Financial ServicesGeorgia, United States2-10 Employees

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.

Find Retirement Wealth Management, LLC employees' phone numbers or email addresses

Retirement Wealth Management, LLC Global Highlights

North America
4

United States Of America
4

Retirement Wealth Management, LLC's Leadership

J. D.
Founder & Ceo
Mobile Phone
Email
M. D.
Director Client Services
Mobile Phone
Email
J. K.
Insurance Advisor
Mobile Phone
Email

Retirement Wealth Management, LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Retirement Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

J. D.
Founder & Ceo
Mobile Phone
Email
United StatesGeorgia
Dec 16, 2025
M. D.
Director Client Services
Mobile Phone
Email
Aug 11, 2025
J. K.
Insurance Advisor
Mobile Phone
Email
United StatesGeorgia
Sep 11, 2025

Frequently Asked Questions

What is Retirement Wealth Management, LLC known for?

Retirement Wealth Management, LLC was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 5425 Peachtree Parkway Peachtree Corners, Georgia 30092 United States. Explore Retirement Wealth Management, LLC's company overview page for more information.

What is Retirement Wealth Management, LLC's most common email format?

Retirement Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Retirement Wealth Management, LLC email formats with LeadIQ.

How many employees does Retirement Wealth Management, LLC have currently?

Retirement Wealth Management, LLC has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Retirement Wealth Management, LLC's key employees and leadership?

As of February 2026, Retirement Wealth Management, LLC's key employees include:

Founder & Ceo: J. D.
Director Client Services: M. D.
Insurance Advisor: J. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.