Overview
Assets Under Management: $1.3 billion
Headquarters: PASADENA, CA
High-Net-Worth Clients: 212
Average Client Assets: $4 million
Frequently Asked Questions
PASADENA PRIVATE WEALTH, 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 #295178), PASADENA PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
PASADENA PRIVATE WEALTH, LLC is headquartered in PASADENA, CA.
PASADENA PRIVATE WEALTH, LLC serves 212 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, PASADENA PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PASADENA PRIVATE WEALTH, LLC manages $1.3 billion in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, PASADENA PRIVATE WEALTH, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 212
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.61
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,843
Discretionary Accounts: 1,021
Non-Discretionary Accounts: 822
Regulatory Filings
CRD Number: 295178
Filing ID: 1930729
Last Filing Date: 2025-03-21 13:23:00
Website: https://pasadena-private.com