CRD: 288964
Retirement Wealth Center INC
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-2017
- Office Locations
- 1
Office Locations
About Retirement Wealth Center INC
Retirement Wealth Center Inc is a fiduciary RIA in Thousand Oaks, CA focused on retirement-oriented financial planning and investment management. The firm emphasizes risk management with a conservative portfolio tilt, tax-efficient retirement income planning, and legacy/estate structuring. Portfolios are primarily implemented with ETFs alongside fixed income and cash, and the practice highlights frequent outbound client communication.
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Client Personas
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Investment Themes
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Owner & Executives
PETER EUGENE GIROLAMO
President
- CRD
- #4912739
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,780,997 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,780,997 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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