RIA Intel›Advisers›California›RETIREMENT WEALTH CENTER INC

RETIREMENT WEALTH CENTER INC

Advisory

THOUSAND OAKS, CA

Data as of Apr 11, 2026 · Source: SEC Form ADV

Rank in CA
#3,642
of 5,480 advisers by AUM
Average account
$345K
across 121 accounts
AUM per adviser
$42M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 11, 2026.

Total AUM
$42M
Discretionary %
100%
Clients
69
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$42M
Discretionary AUM$42M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients69
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, NV
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

NIGHTINGALE, JERRY
$42M
-7.9% 1Y
NORTH FINANCIAL ADVISORS, LLC
$42M
AP-FINANCIAL LLC
MOUNTAIN VIEW, CA
$42M
STARFISH PARTNERS L.L.C.
CAMARILLO, CA
$42M
-28.9% 1Y
LIFE&WEALTH ADVISORS, INC.
WALNUT CREEK, CA
$42M
0.0% 1Y
ROSSI, PAUL RICHARD
EL DORADO HILLS, CA
$42M

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