Pacific Wealth Advisory Services LLC

Overview

Pacific Wealth Advisory Services LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is individually owned and concentrates on portfolio management for individuals and small businesses, charging clients a fee expressed as a percentage of assets under management. It does not present itself as a capital allocator or a multi-state adviser and is not marked as an active ESG investor, pension consultant, or related adviser. An insurance company affiliation is noted in its filings, which may influence product use and client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives