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| Keyboard |
| Retirement Wellness Group LLC
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|---|---|
| CRD # | 297255 |
| SEC # | 801-113447 |
| CIK # | |
| AUM | 526.6 M (2026-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 949-757-1799 |
| Address | 123 South Marengo Ave Pasadena, CA 91101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 74 | 474.5 |
| (h) Charitable organizations | 6 | 15.9 |
| (i) State or municipal government entities | 2 | 35.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 526.6 |
| By Discretionary | ||
| Discretionary | 47 | 203.7 |
| Non-Discretionary | 36 | 322.9 |
| Total | 83 | 526.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 526.6 | |
| Total | 83 | 526.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Consultiva Wealth Management Corp
✚
|
PR | 532.7 M |
|
White Pine Investment Company
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MI | 532.3 M |
|
Titan Retirement Advisors LLC
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TX | 531.0 M |
|
Trinity Portfolio Advisors LLC
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TX | 530.5 M |
|
Rosecap Investment Advisors LLC
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CO | 527.5 M |
|
Northern Capital Management Inc
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WA | 526.7 M |
|
Alaethes Wealth LLC
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|
526.4 M | |
|
Park Edge Advisors LLC
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|
OH | 522.5 M |
|
Kingdom Financial Group LLC
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|
AZ | 520.9 M |
|
Zuraw Financial Advisors LLC
✚
|
NC | 519.9 M |