4/26 Retirement Income Planning & Wealth Management, LLC

Overview

4/26 Retirement Income Planning & Wealth Management, LLC is a state registered investment adviser based in Guaynabo, PR, registered since 2021. It reports $27.4M in assets under management across 62 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$27.4M

Accounts

62

Average account

$441K

Employees

1

Advisory reps

1

Registered since

2021

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Ramon Alberto Rivera-Ramos Chief Executive Officer, Chief Compliance Officer CRD 2577751

Advisory reps 1 of 1

• Ramon Alberto Rivera Ramos Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2577751

Location

Headquarters

1510 Ave Fd Roosevelt Ste 302A
Guaynabo, PR 00968

County

Guaynabo

Metro area

San Juan-Bayamon-Caguas, PR

Registrations

• State registered
• Registered in 1 jurisdiction

Every state, with registration dates

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