Pacific Wealth Partners, LLC

Overview

Pacific Wealth Partners, LLC is an independent registered investment adviser formed in 2021 that focuses on serving individual and family clients through fee-based portfolio management and financial planning. The firm operates as a limited liability company under individual ownership and charges clients on a percentage-of-AUM basis. Its advisory activities concentrate on customized portfolios for individuals and small businesses rather than institutional pension consulting. Pacific Wealth Partners does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator; instead it relies primarily on public funds and outsourced managers for specialized exposure. Investment preferences tilt toward broadly diversified public mutual fund strategies at the core, with selective use of third-party alternative fund managers to supplement return and diversification targets. Given the firm’s size and client profile, allocations appear tailored to concentrated, high-net-worth household relationships rather than broad retail scale products.

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Location & Offices