Investment adviser · CRD 297255
RETIREMENT WELLNESS GROUP
Investment adviser filing (IA)
RETIREMENT WELLNESS GROUP LLC
PASADENA, CA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $527M Form ADV · Item 5.F
- Client accounts
- 83 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 74 | $474,452,718 | 90.1% |
| Government entities | Fewer than 5 | $35,533,437 | 6.7% |
| Charities | 6 | $15,928,785 | 3.0% |
| High-net-worth individuals | Fewer than 5 | $667,754 | 0.1% |
Filing source
Form ADV 2041120 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
123 SOUTH MARENGO AVE., SUITE 200PASADENA, CA, 91101, United States
CRD 297255
Filing source
Form ADV 2041120 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.