PACIFIC WEALTH MANAGEMENT

RIASEC RegisteredEst. 2012

Total AUM

$372M

Discretionary

$365M

98% of AUM

Avg account

$703K

Accounts

529

Employees

Advisory reps

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

FINTRX

Overview

Pacific Wealth Management is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm has been SEC-registered since 2012 and combines advisory services—financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers—with insurance brokerage capabilities. Ownership is listed as a combination of a domestic entity and an individual. The firm bills through multiple fee schedules, including a percentage of assets under management, hourly rates, fixed fees and other arrangements. Pacific Wealth Management does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a pension consultant or related adviser.