CRD: 297255
Retirement Wellness Group
$526.6M Total AUM
$203.7M Disc. AUM
50.2% 3Y CAGR
2 Employees
83 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-2018
- Office Locations
- 1
Office Locations
123 South Marengo Ave. Suite 200 Pasadena CA
About Retirement Wellness Group
Retirement Wellness Group partners with employers to design and manage retirement plans using a thoughtfully documented process centered on fiduciary best practices. The team brings experience across HR, investment advisory, consulting, recordkeeping and compliance, with a focus on improving employee financial wellness through education and resources, including behavioral-finance and Social Security guidance.
Team overview
40 AVG AGE
$263.3M AVG AUM / ADVISOR
$6.3M AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
SCHUYLER ODA MANN
Chief Compliance Officer, Retirement Plan Advisor
- CRD
- #5759566
- Ownership
- Less than 5%
Available
Available
Available
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B
BEAU GESTE D'SILVA
Associate Advisor
- CRD
- #6199152
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,718,508 | $4,334,436 |
| Non-Discretionary | $322,864,186 | $8,968,450 |
| Total | $526,582,694 | $6,344,370 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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