Pacific Wealth Care Inc.

Overview

Pacific Wealth Care Inc. is an independent registered investment adviser owned by an individual and focused on serving individuals and families, as well as small-business clients. The firm offers financial planning and portfolio management and bills clients via a percentage-of-AUM model alongside hourly charges. Its advisory model is entirely non-discretionary, meaning clients retain final trading authority while the firm provides recommendations and plan execution guidance. Investment activity centers on pooled public vehicles for core exposure, with a preference for mutual funds/public funds to implement equity and fixed-income allocations. When the firm steps outside pooled funds, it sources external third‑party managers for real estate exposure. Pacific Wealth Care Inc. does not position itself as an ESG-focused manager and is not structured as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices