RETIREMENT WELLNESS GROUP

123 South Marengo Ave.
Suite 200
Pasadena, California 91101
Tel: 949-757-1799

About RETIREMENT WELLNESS GROUP

RETIREMENT WELLNESS GROUP, formally registered with the SEC as RETIREMENT WELLNESS GROUP. The firm was established in 06/15/2018. They have over 2 offices throughout the country.

RETIREMENT WELLNESS GROUP is a Pasadena, California based Financial Planning firm with nearly $486,285,712 assets under management, offering retirement planning & investment advisory services to 81 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297255
SEC#	801-113447
Assets Managed by Firm	$486,285,712
No. of Clients	81
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	81	$486,285,712
Pension and profit sharing plans	79	$458,644,294

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