Retirement Wellness Group
Retirement Wellness Group is an SEC-registered ria in Pasadena, CA with $526.6M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Retirement Wellness Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297255, SEC 801-113447, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $526.6M (2026-03-24)
- Firm type
- Ria
- Location
- Pasadena, CA
- Employees
- 2
- Clients
- 83
- CRD
- 297255
- Ownership
- PHC INC.; CS CAPITAL MANAGEMENT GROUP, INC.; YEE, WARREN; MANN, SCHUYLER, ODA; DYER, JUSTIN, MICHAEL
How much AUM does Retirement Wellness Group have?
Retirement Wellness Group reported $526.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Retirement Wellness Group?
Disclosed owners and executives of Retirement Wellness Group include PHC INC., CS CAPITAL MANAGEMENT GROUP, INC., YEE, WARREN, MANN, SCHUYLER, ODA, DYER, JUSTIN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.