RETIREMENT WELLNESS GROUP LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 297255). Regulatory assets under management: $526.6M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Schuyler Oda Mann | CHIEF COMPLIANCE OFFICER; OWNER | — |
| Beau Geste D'Silva | OWNER | — |
| PENNIALL DAVID RICKARD | SHAREHOLDER & BOARD MEMBER | — |
| DYER JUSTIN MICHAEL | CHIEF OPERATING OFFICER; CIO, COO & CCO | — |
| MANN SCHUYLER ODA | CCO & MANAGING MEMBER; CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR (+2 more) | — |
| VOGELZANG JOHN DANIEL | SHAREHOLDER & BOARD MEMBER | — |
| TRINH ANNE KIM | SHAREHOLDER & BOARD MEMBER | — |
| YEE WARREN | CHIEF COMPLIANCE OFFICER (01/2022) | — |
| D'SILVA BEAU GESTE | OWNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| TORRANCE | CA | 1 | 949-757-1799 |
| TORRANCE | CA | 1 | 949-757-1799 |