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501 Baldwin Street Suite 207, Jenison, MI 49428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
501 Baldwin Street Suite 207, Jenison, MI 49428 • United States
Manhattan Beach, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Formulafolio Investments, Llc | Costa Mesa | MI | 09/2018 | 07/2020 |
| Retirement Wealth Advisors, Llc | Costa Mesa | CA | 09/2018 | 12/2022 |
| Altruist Corp | Venice | CA | 09/2018 | Present |
| Retirement Wealth Advisors, Inc. | Grand Rapids | MI | 12/2005 | 09/2018 |
| Formulafolio Investments, Llc | Grand Rapids | MI | 02/2011 | 09/2018 |
| Graetz Wealth, Llc Dba Graetz Wealth | Jenison | MI | 12/2022 | Present |
1) Altruist Corp, Non-Investment-Related, 1621 Abott Kinney Blvd, Second Floor, Venice, CA 90291, Software Development, CEO, Start Date: 09/2018, Hours Dedicated Per Month: 160 Hours Per Month (120 Hours Per Month during trading hours), CEO - manage executive team and general direction of product development. 2) Oceana Family Holdings & Benona Family Holdings; Non-Investment Related; San Juan Capistrano, CA; owner; Time spent: 1-2 hours/month; 1-2 hours during trading, Invests in West Michigan recreation business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-08 |
| S66 | Uniform Combined State Law Examination | 2001-01-12 |
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