RETIREMENT WELLNESS GROUP

RIASEC RegisteredEst. 2018

Total AUM

$527M

Discretionary

$204M

39% of AUM

Avg account

$6.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PASADENA, California
CRD number: 297255
Registered since: June 15, 2018
Website: www.retirementwellnessgroup.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans90.1%
State / Municipal Government6.75%
Charitable Organizations3.02%
HNWI0.13%
Services: Portfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirement Wellness Group is an LLC that has been registered with the SEC since 2018. The firm serves both individual/family and institutional clients, offering portfolio management for individuals and small businesses, pension consulting, and educational seminars or workshops. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor; it is also not a multistate adviser. Pension consulting is a stated service line.