Wealth Manager
    SEC Registered
    Manages Private Funds

    Van Leeuwen Retirement & Investment Services

    Registered investment advisor · Richmond, Kentucky · CRD #289463

    Assets Under Management
    $559M
    Client Accounts
    1,231
    Employees
    3
    CRD Number
    289463
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Van Leeuwen Retirement & Investment Services

    Van Leeuwen Retirement & Investment Services offers financial planning, pension consulting, and portfolio management for individuals and high-net-worth clients. The firm employs three staff, including two investment advisors. It is based in Kentucky.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Van Leeuwen Retirement & Investment Services

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    Frequently Asked Questions

    What is Van Leeuwen Retirement & Investment Services's AUM?

    Van Leeuwen Retirement & Investment Services reports approximately $559M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Van Leeuwen Retirement & Investment Services headquartered?

    Van Leeuwen Retirement & Investment Services is headquartered in Richmond, Kentucky.

    What is Van Leeuwen Retirement & Investment Services's CRD number?

    Van Leeuwen Retirement & Investment Services's CRD number is 289463. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Van Leeuwen Retirement & Investment Services manage?

    Van Leeuwen Retirement & Investment Services manages approximately 1,231 client accounts according to its latest SEC filing.

    Is Van Leeuwen Retirement & Investment Services SEC registered?

    Yes, Van Leeuwen Retirement & Investment Services is registered with the SEC as an investment adviser with an approved registration status.

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