Retirement Wellness Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 24, 2026, reports $527M in regulatory assets under management, 2 employees, 1 office, and 83 accounts.
Assets Under Management
$527M
Employees
2
Offices
1 office
Total Clients
83
Primary office
PASADENA, CA
123 SOUTH MARENGO AVE., SUITE 200, PASADENA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 89.2% of total clients.
Top client categories% of clientsClients
1
Pension Plans
89.2%
74
2
Charitable
7.2%
6
3
Government
2.4%
2
4
HNWI
1.2%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$527Mas of March 24, 2026
Discretionary38.7%
$204M
39% of total RAUM38.7%
Non-discretionary61.3%
$323M
61% of total RAUM61.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$527M
Total Accounts83
10Y AUM Change+$527M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee42:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.