| Name | Title | Ownership | Since |
|---|---|---|---|
| Beau Knows Retirement Consulting, LLC Control | Owner | Over 75% | 2024 |
| Go for Broke Consulting, LLC Control | Owner | Over 75% | 2024 |
| Schuyler Oda Mann Control | Chief Compliance Officer | Under 5% | 2024 |
Retirement Wellness Group LLC reports $523.7 million in regulatory assets under management on its Form ADV.
Retirement Wellness Group LLC reports 2 employees.
Retirement Wellness Group LLC is based in Pasadena, CA and has been SEC-registered since 2018.
Retirement Wellness Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 123 South Marengo Ave., Suite 200, Pasadena, CA 91101 |
| Phone | 949-757-1799 |
| Fax | 949-757-1902 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $145M |
| Non-discretionary | $378.7M |
| Total (RAUM) | $523.7M |