Retirement Wellness Group Llc
- Regulatory AUM
- $527M
- Discretionary
- $204M
- Clients
- 83
- Avg AUM / client
- $6.3M
- Accounts
- 83
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $668K | 0.13% |
| Pension and profit sharing plans | 74 | $474M | 90.1% |
| Charitable organizations | 6 | $15.9M | 3.02% |
| State or municipal government entities | 2 | $35.5M | 6.75% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Fdh 401(k) Profit Sharing Plan Fastener Distribution Holdings, Llc | 2024 | |
| Bjg Electronics, Inc. 401(k) Plan Bjg Electronics, Inc. | 2024 | |
| Nna Services Profit Sharing 401(k) Plan Nna Services, Llc | 2024 | |
| Duraflame, Inc. 401(k) Plan Duraflame, Inc. | 2024 | |
| Crenshaw Lumber Co., Inc. Profit Sharing Plan Crenshaw Lumber Co., Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beau Geste D'silva | Owner | Jul 2018 (8y) | ≈ 56.25% – 100% via Beau Knows Retirement Consulting, Llc | |
| Schuyler Oda Mann | Chief Compliance Officer | Jan 2024 (3y) | ≈ 56.25% – 100% via Go For Broke Consulting, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Go For Broke Consulting, Llc | Owner | Jan 2024 | A | 75% or more |
| Beau Knows Retirement Consulting, Llc | Owner | Jan 2024 | A | 75% or more |
Estimated effective ownership (look-through of filed bands):
- Beau Geste D'silva: 75% – 100% of Beau Knows Retirement Consulting, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Schuyler Oda Mann: 75% – 100% of Go For Broke Consulting, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Fdh 401(k) Profit Sharing Plan | Fastener Distribution Holdings, Llc | 947 | $40.2M | 01/01/2024 |
| Bjg Electronics, Inc. 401(k) Plan | Bjg Electronics, Inc. | 0 | $0 | 01/01/2024 |
| Nna Services Profit Sharing 401(k) Plan | Nna Services, Llc | 244 | $33.1M | 01/01/2024 |
| Duraflame, Inc. 401(k) Plan | Duraflame, Inc. | 318 | $19.0M | 01/01/2024 |
| Crenshaw Lumber Co., Inc. Profit Sharing Plan | Crenshaw Lumber Co., Inc. | 108 | $18.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Great West Trust Company, Llc $95.9M (66% of AUM) Feb 2024
- Broadridge Trust Company $23.7M (16% of AUM) Feb 2024
- Ascensus Trust Company $16.4M (11% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗