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Owner · Retirement Wellness Group

Beau Geste D'silva

CRD 6199152 · Named on Form ADV at one SEC-registered adviser

At a glance

Retirement Wellness Group, an SEC-registered asset manager based in Pasadena, CA with $527 million in regulatory assets, lists Beau Geste D'silva on its Form ADV as Owner, a control person.

Firms and roles

AtlasMembers

Beau’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Beau’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.