# RETIREMENT WELLNESS GROUP LLC

RETIREMENT WELLNESS GROUP LLC of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 297255
- Type: SEC-registered investment adviser
- SEC file number: 801-113447
- Location: 123 SOUTH MARENGO AVE., SUITE 200, PASADENA, CA, 91101
- Phone: 949-757-1799
- Latest filing: 2026-03-24
- Regulatory AUM: $526.6M
- Discretionary AUM: $203.7M
- Non-discretionary AUM: $322.9M
- Clients: 2
- Accounts: 83

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pensions

## Officers, owners & control persons (9)

| 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 | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| TORRANCE | CA | 1 | 949-757-1799 |
| TORRANCE | CA | 1 | 949-757-1799 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297255/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297255/similar
- Related entities: https://search.stillhousedata.com/firm/297255/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297255

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.