Overview
Assets Under Management: $318 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Frequently Asked Questions
PACIFIC WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113217), PACIFIC WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PACIFIC WEALTH MANAGEMENT, LLC is headquartered in SAN DIEGO, CA.
PACIFIC WEALTH MANAGEMENT, LLC serves 66 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, PACIFIC WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PACIFIC WEALTH MANAGEMENT, LLC manages $318 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, PACIFIC WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 524
Discretionary Accounts: 519
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 113217
Filing ID: 1963366
Last Filing Date: 2025-03-28 15:00:00
Website: https://pacwealth.com