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RETIREMENT WELLNESS GROUP
Legal name: RETIREMENT WELLNESS GROUP LLC
CRD 297255File 801-113447
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$526.6M
Above cohort median (national)
Discretionary AUM
$203.7M
Non-discretionary $322.9M
Clients
83
83 accounts
Employees
2
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 15, 2018
- Principal office
- 123 SOUTH MARENGO AVE., SUITE 200, PASADENA, CA, 91101
- Phone
- 949-757-1799
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $526.6M
- Discretionary AUM
- $203.7M
- Non-discretionary AUM
- $322.9M
- Discretionary accounts
- 47
- Non-discretionary accounts
- 36
- Total accounts
- 83
- AUM per client
- $6.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $15.9M |
| High net worth individuals | Fewer than 5 | $668K |
| Pension and profit sharing plans | 74 | $474.5M |
| State or municipal government entities | Fewer than 5 | $35.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.