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

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 23, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DYER, JUSTIN, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
DYER, JUSTIN, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
DYER, JUSTIN, MICHAEL	I	CHIEF OPERATING OFFICER	NA	Control
DYER, JUSTIN, MICHAEL	I	CIO, COO & CCO	NA	Control
DYER, JUSTIN, MICHAEL	I	CIO, COO & CCO	NA	Control
DYER, JUSTIN, MICHAEL	I	CIO, COO & CCO	NA	Control
DYER, JUSTIN, MICHAEL	I	CIO, COO & CCO	NA	Control
DYER, JUSTIN, MICHAEL	I	CIO, COO & CCO	NA	Control
DYER, JUSTIN, MICHAEL	I	CIO, COO & CCO	NA	Control
DYER, JUSTIN, MICHAEL	I	CIO, COO & CCO	NA	Control
MANN, SCHUYLER, ODA	I	CCO & MANAGING MEMBER	NA	Control
MANN, SCHUYLER, ODA	I	CCO & MANAGING MEMBER	NA	Control
MANN, SCHUYLER, ODA	I	CCO & MANAGING MEMBER	NA	Control
MANN, SCHUYLER, ODA	I	CCO & MANAGING MEMBER	NA	Control
MANN, SCHUYLER, ODA	I	CCO & MANAGING MEMBER	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR	NA	Control
MANN, SCHUYLER, ODA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MANN, SCHUYLER, ODA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MANN, SCHUYLER, ODA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MANN, SCHUYLER, ODA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MANN, SCHUYLER, ODA	I	CHIEF COMPLIANCE OFFICER	NA	Control
YEE, WARREN	I	CHIEF COMPLIANCE OFFICER (01/2022)	NA	Control
YEE, WARREN	I	CHIEF COMPLIANCE OFFICER (01/2022)	NA	Control
YEE, WARREN	I	CHIEF COMPLIANCE OFFICER (01/2022)	NA	Control
YEE, WARREN	I	CHIEF COMPLIANCE OFFICER (01/2022)	NA	Control
YEE, WARREN	I	CHIEF COMPLIANCE OFFICER (01/2022)	NA	Control
BEAU KNOWS RETIREMENT CONSULTING, LLC	DE	OWNER	E	Control
BEAU KNOWS RETIREMENT CONSULTING, LLC	DE	OWNER	E	Control
BEAU KNOWS RETIREMENT CONSULTING, LLC	DE	OWNER	E	Control
BEAU KNOWS RETIREMENT CONSULTING, LLC	DE	OWNER	E	Control
BEAU KNOWS RETIREMENT CONSULTING, LLC	DE	OWNER	E	Control
GO FOR BROKE CONSULTING, LLC	DE	OWNER	E	Control
GO FOR BROKE CONSULTING, LLC	DE	OWNER	E	Control
GO FOR BROKE CONSULTING, LLC	DE	OWNER	E	Control
GO FOR BROKE CONSULTING, LLC	DE	OWNER	E	Control
GO FOR BROKE CONSULTING, LLC	DE	OWNER	E	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
CS CAPITAL MANAGEMENT GROUP, INC.	DE	HOLDING COMPANY	D	Control
MANN, SCHUYLER, ODA	I	MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control
PHC INC.	DE	HOLDING COMPANY	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
D'SILVA, BEAU GESTE	I	BEAU KNOWS RETIREMENT CONSULTING, LLC	E	Control
D'SILVA, BEAU GESTE	I	BEAU KNOWS RETIREMENT CONSULTING, LLC	E	Control
D'SILVA, BEAU GESTE	I	BEAU KNOWS RETIREMENT CONSULTING, LLC	E	Control
MANN, SCHUYLER, ODA	I	GO FOR BROKE CONSULTING, LLC	E	Control
MANN, SCHUYLER, ODA	I	GO FOR BROKE CONSULTING, LLC	E	Control
MANN, SCHUYLER, ODA	I	GO FOR BROKE CONSULTING, LLC	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
PENNIALL, DAVID, RICKARD	I	PHC INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
VOGELZANG, JOHN, DANIEL	I	CS CAPITAL MANAGEMENT GROUP, INC.	E	Control
TRINH, ANNE, KIM	I	CS CAPITAL MANAGEMENT GROUP, INC.	C	Control
TRINH, ANNE, KIM	I	CS CAPITAL MANAGEMENT GROUP, INC.	C	Control
TRINH, ANNE, KIM	I	CS CAPITAL MANAGEMENT GROUP, INC.	C	Control
TRINH, ANNE, KIM	I	CS CAPITAL MANAGEMENT GROUP, INC.	C	Control
TRINH, ANNE, KIM	I	CS CAPITAL MANAGEMENT GROUP, INC.	C	Control
TRINH, ANNE, KIM	I	CS CAPITAL MANAGEMENT GROUP, INC.	C	Control

Registrations

Federal

Jun 23, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

123 SOUTH MARENGO AVE.
SUITE 200
PASADENA, CA 91101
United States

Phone: 949-757-1799