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RETIREMENT WEALTH CENTER INC
CRD 288964
100 E THOUSAND OAKS BLVD #276, THOUSAND OAKS, CA, 91360, United States
Phone
805-778-9277
Fax
805-830-0415
Registration
— (—)
Source
State registered
Total AUM
$41.8M
Discretionary AUM
$41.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $7.7M |
| High net worth individuals | 24 | $23.5M |
| Pension/profit sharing plans | 3 | $10.6M |
All web addresses on file
Official SEC filing: View on IAPD