PACIFIC TRUST WEALTH MANAGEMENT

Overview

Pacific Trust Wealth Management is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fee structures — percentage of AUM, hourly fees and the capacity to charge performance-based fees — and operates primarily as a discretionary manager, handling client assets directly. Its stated investment preference centers on exchange-traded equities, with a tilt toward liquid, publicly traded instruments. The firm uses third-party alternative managers for specific allocations, notably managed futures, and adds corporate debt exposure to client portfolios. Pacific Trust Wealth Management does not position itself as an ESG investor and is structured as a single-owner practice serving a concentrated client base rather than a broad, multi-state institutional footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices