Pacific Wealth Management
Firm details
- Headquarters
- San Diego, California
- CRD number
- 113217
- Registered since
- November 14, 2012
- Website
- pacwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI81.88%
- Individuals18.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pacific Wealth Management is an independent, fee-based RIA formed as an LLC and SEC-registered in 2012. The firm serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and manager selection services. It also operates as an insurance broker. Pacific Wealth charges a mix of percentage-of-AUM, hourly, fixed and other fees. The firm identifies itself as a capital allocator and is not an active ESG investor; it is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds89%
- Exchange Traded Equities5%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
3 of 7
Isaac Cardoza
Wealth AdvisorCRD 6804166
Justin Kuntz
Managing DirectorCRD 5983198
Michael Lim
Portfolio ManagerCRD 2486329
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$205M in ETFs
83%
$170M
0%
$35.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $130M | 174,694 | 63.58% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 11512 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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