Retirement Wellness Group LLC
● SEC registered since 2018CRD 297255SEC# 801-113447Pasadena, CA
Reg. AUM
$526.6M
Employees
2
Accounts
83
Location
Pasadena, CA
Retirement Wellness Group LLC assets under management
Retirement Wellness Group LLC is a registered investment adviser overseen by the SEC based in Pasadena, CA. The firm has been registered since 2018. It reports $526.6 million in regulatory assets under management and employs 2 people.
Retirement Wellness Group LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beau Knows Retirement Consulting, LLC Control | Owner | Over 75% | 2024 |
| Go for Broke Consulting, LLC Control | Owner | Over 75% | 2024 |
| Schuyler Oda Mann Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Retirement Wellness Group LLC manage?
Retirement Wellness Group LLC reports $526.6 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Wellness Group LLC have?
Retirement Wellness Group LLC reports 2 employees.
Where is Retirement Wellness Group LLC located?
Retirement Wellness Group LLC is based in Pasadena, CA and has been SEC-registered since 2018.
Does Retirement Wellness Group LLC disclose fund performance?
Retirement Wellness Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 123 South Marengo Ave., Suite 200, Pasadena, CA 91101 |
| Phone | 949-757-1799 |
| Fax | 949-757-1902 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$526.6M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$526.6Mregulatory AUM
Discretionary $203.7MNon-discretionary $322.9M