# Retirement Wellness Group

Retirement Wellness Group is a Bank / Wealth / Trust based in Pasadena, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pasadena, United States
- **Region:** North America
- **Address:** 123 South Marengo Avenue, Suite 200, Pasadena, CA 91101, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** retirementwellnessgroup.com
- **LinkedIn:** https://www.linkedin.com/company/retirement-wellness-group

## Regulatory record

- **CRD number:** 297255
- **SEC file number:** 801-113447
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297255

## About

Retirement Wellness Group, founded in 2018 in Pasadena, California, serves as a registered investment advisor dedicated exclusively to employer-sponsored retirement plans. The firm was built to address fiduciary governance for small and mid-sized businesses, positioning plan-level oversight — rather than individual wealth management — as its primary service model. The firm designs and manages defined-contribution retirement plans, emphasizing fiduciary best practices, investment policy statement creation, and participant education. Its service mix spans investment selection and monitoring, plan compliance support, recordkeeper coordination, and behavioral-finance-driven employee engagement. The geographic footprint extends across Southern California, with a primary office in Pasadena and an additional location in Torrance. Team composition reflects decades of cross-functional retirement-plan experience drawn from human resources, investment consulting, recordkeeping, and compliance backgrounds. The firm maintains a dual-office structure in Pasadena and Torrance, serving plan sponsors across the greater Los Angeles area. No discrete AUM or total deployment figures are publicly disclosed. A key structural differentiator is the firm's closed-architecture client focus: it works solely with plan sponsors rather than individual retail participants. This creates a governance-only revenue model, insulating the RIA from conflicts that arise when advisors simultaneously serve the plan and sell products to individual employees.

## Sectors

- Wealth Management
- Retirement Services

## Offices

- Torrance, CA, United States

## Questions

### Who runs investment decisions at Retirement Wellness Group?

The firm's website does not list individual principals or an investment committee. Its process emphasizes a team of fiduciary professionals drawing on backgrounds in human resources, investment advisory, recordkeeping, compliance, and plan consulting to manage plan investments and governance.

### Does the firm participate in fund commitments or only direct investments?

Retirement Wellness Group constructs retirement plan investment lineups using third-party mutual funds, collective investment trusts, and similar vehicles. The firm does not make direct private-company investments or participate in fund commitments as a limited partner outside the context of plan-menu construction.

### Which sectors does Retirement Wellness Group explicitly avoid?

The firm's public materials do not tag excluded sectors. As a retirement-plan fiduciary, its investment selection is constrained by ERISA standards and plan-level investment policy statements rather than proprietary sector-based negative screens.

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- [Retirement Strategies](https://altss.com/profile/retirement-strategies)
- [RetirePath Wealth](https://altss.com/profile/retirepath-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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