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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 82 | 83 | increased by1 |
| Apr 1, 2026 | AUM | $523,670,881 | $526,582,694 | increased by$2,911,813 |
| Apr 1, 2026 | Accounts | 82 | 83 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 2 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 49 | 82 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $167,578,778 | $523,670,881 | increased by$356,092,103 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 49 | 82 | increased by33 |
| Apr 1, 2022 | Clients | 38 | 49 | increased by11 |
| Apr 1, 2022 | AUM | $108,043,888 | $167,578,778 | increased by$59,534,890 |
| Apr 1, 2022 | Accounts | 38 | 49 | increased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RETIREMENT WELLNESS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT WELLNESS” may also match similarly-named firms). Confirm identity against each filing.
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.