CRD: 297255
Retirement Wellness Group
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-15-2018
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between June 23, 2025 and March 24, 2026, reported AUM increased 0.6%, from $523.7M to $526.6M.
Across 5 reported observations, AUM increased 214.2% between April 25, 2022 and March 24, 2026, from $167.6M to $526.6M.
Of the latest reported AUM, 38.7% is discretionary and 61.3% is non-discretionary.
The firm reports 2 advisory representatives and 83 clients, or 41.5 clients per representative. That equates to $6.3M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
SCHUYLER ODA MANN
Chief Compliance Officer, Retirement Plan Advisor
- CRD
- #5759566
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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BEAU GESTE D'SILVA
Associate Advisor
- CRD
- #6199152
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Retirement Wellness Group has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.