PACIFIC WEALTH ADVISORY, LLC

Overview

Pacific Wealth Advisory, LLC is an independent registered investment adviser that runs a concentrated, equity-first approach for a mix of individuals, families and institutional clients. The firm operates as a capital allocator, favoring exchange-traded equities as its primary exposure while supplementing portfolios with traditional pooled products where appropriate. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting and the selection of sub‑advisers. Fee arrangements combine a percentage of assets under management with hourly charges, indicating a blend of ongoing portfolio oversight and project-based planning work. The firm appears to emphasize direct equity exposure rather than heavy use of alternative strategies or extensive ESG mandates. Given the allocation profile and custodial footprint, Pacific Wealth Advisory structures client relationships around managed equity sleeves and tailored planning engagements, with the flexibility to bring in third‑party managers for specific needs.

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Public Holdings

Investments & Alternatives

Location & Offices