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 a limited liability company that operates as an institutional registered investment adviser since 2018. It serves both individual and family clients as well as institutional relationships, combining portfolio management for individuals and small businesses with pension consulting and educational workshops. The firm charges clients through asset-based fees and fixed-fee arrangements. It does not position itself as a capital allocator or an active ESG investor. According to regulatory filings the adviser is owned by a mix of a domestic entity and an individual and is not affiliated with a related adviser.