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RETIREMENT WELLNESS GROUP

PASADENA, CA · CRD 297255 · IAPD ↗ · retirementwellnessgroup.com · 949-757-1799

$526.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — RETIREMENT WELLNESS GROUP crossed $500M in regulatory AUM ($486.3M -> $523.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2024 — RETIREMENT WELLNESS GROUP shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
73
April 2024 — RETIREMENT WELLNESS GROUP reported RAUM up 235% ($145.3M -> $486.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.