RETIREMENT WELLNESS GROUP LLC
Legal name: RETIREMENT WELLNESS GROUP
CRD #297255 SEC #801-113447 PASADENA, CA 949-757-1799
SEC Registered
Total AUM
$523.7M
Discretionary
$145M
Employees
2
Clients
0
Accounts
82
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $523.7M | $145M | $378.7M | 2 | 0 |
| Mar 2025 | $523.7M | $145M | $378.7M | 2 | 0 |
| Nov 2024 | $486.3M | $133.5M | $352.8M | 2 | 0 |
| Mar 2024 | $486.3M | $133.5M | $352.8M | 2 | 0 |
| Feb 2024 | $145.3M | $145.3M | $0 | 6 | 42 |
| Jan 2023 | $145.3M | $145.3M | $0 | 6 | 42 |
| Jan 2023 | $145.3M | $145.3M | $0 | 6 | 42 |
| Apr 2022 | $167.6M | $167.6M | $0 | 7 | 43 |
| Mar 2022 | $167.6M | $167.6M | $0 | 7 | 43 |
| Mar 2022 | $167.6M | $167.6M | $0 | 7 | 43 |
| Aug 2021 | $108M | $108M | $0 | 7 | 45 |
| Mar 2021 | $108M | $108M | $0 | 7 | 45 |
| Dec 2020 | $64M | $64M | $0 | 7 | 0 |
| Jul 2020 | $64M | $64M | $0 | 7 | 0 |
| Jun 2020 | $364.1M | $62.9M | $301.2M | 7 | 0 |
| Mar 2020 | $364.1M | $62.9M | $301.2M | 7 | 0 |
| Sep 2019 | $304.3M | $57.9M | $246.4M | 6 | 0 |
| Mar 2019 | $304.3M | $57.9M | $246.4M | 6 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
| Sep 2018 | $0 | $0 | $0 | 4 | 0 |
| Sep 2018 | $0 | $0 | $0 | 4 | 0 |
| May 2018 | $0 | $0 | $0 | 4 | 0 |
DateJun 2025
Total AUM$523.7M
Discretionary$145M
Non-Disc.$378.7M
Employees2
Clients0
DateMar 2025
Total AUM$523.7M
Discretionary$145M
Non-Disc.$378.7M
Employees2
Clients0
DateNov 2024
Total AUM$486.3M
Discretionary$133.5M
Non-Disc.$352.8M
Employees2
Clients0
DateMar 2024
Total AUM$486.3M
Discretionary$133.5M
Non-Disc.$352.8M
Employees2
Clients0
DateFeb 2024
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees6
Clients42
DateJan 2023
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees6
Clients42
DateJan 2023
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees6
Clients42
DateApr 2022
Total AUM$167.6M
Discretionary$167.6M
Non-Disc.$0
Employees7
Clients43
DateMar 2022
Total AUM$167.6M
Discretionary$167.6M
Non-Disc.$0
Employees7
Clients43
DateMar 2022
Total AUM$167.6M
Discretionary$167.6M
Non-Disc.$0
Employees7
Clients43
DateAug 2021
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees7
Clients45
DateMar 2021
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees7
Clients45
DateDec 2020
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$364.1M
Discretionary$62.9M
Non-Disc.$301.2M
Employees7
Clients0
DateMar 2020
Total AUM$364.1M
Discretionary$62.9M
Non-Disc.$301.2M
Employees7
Clients0
DateSep 2019
Total AUM$304.3M
Discretionary$57.9M
Non-Disc.$246.4M
Employees6
Clients0
DateMar 2019
Total AUM$304.3M
Discretionary$57.9M
Non-Disc.$246.4M
Employees6
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0