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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Wellness Group LLC
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|---|---|
| CRD # | 297255 |
| SEC # | 801-113447 |
| CIK # | |
| AUM | $523.7 M (2025-06-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 949-757-1799 |
| Address | 123 South Marengo Ave Pasadena, CA 91101 |
| Source | [IAPD] [Website] |
| Total AUM ($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 | 0.9 |
| (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 | 79 | 491.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 31.2 |
| (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 | 82 | 523.7 |
| By Discretionary | ||
| Discretionary | 42 | 145.0 |
| Non-Discretionary | 40 | 378.7 |
| Total | 82 | 523.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 523.7 | |
| Total | 82 | 523.7 |
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|---|---|---|
|
Hudson Value Partners LLC
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FL | 0.5 |
|
Trunorth Capital Management LLC
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MI | 0.5 |
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0.5 | |
|
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FL | 0.5 |
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NIA Impact Advisors LLC
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|
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|
Riggs Asset Management Co Inc
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|
PA | 0.5 |
|
Empire Financial Management Company LLC
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|
NY | 0.5 |
|
JPL Wealth Management LLC
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|
CO | 0.5 |
|
Dara Capital US Inc
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|
FL | 0.5 |
|
Kiely Wealth Advisory Group Inc
✚
|
NC | 0.5 |