Pacific Wealth Care Inc.
Firm details
- Headquarters
- ,
- CRD number
- 130856
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.53%
- Individuals1.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pacific Wealth Care Inc. operates as an independent, privately owned registered investment adviser organized as a corporation. The firm focuses on individuals and families, providing financial planning and portfolio management services tailored to individuals and small businesses. Its compensation model combines a percentage-of-assets fee with the option for hourly billing. The adviser reports no active ESG investment program, does not act as a capital allocator, and is not registered as a multi-state or pension consultant. The firm lists an affiliation with an accountant, which suggests coordination with tax or accounting professionals as part of its client service model.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Cash & Cash Equivalents23%
Contacts
1 of 1Kathleen Harney
PresidentCRD 2586932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations