Pasadena Private Wealth, LLC

RIASEC Registered

Total AUM

$1.6B

Discretionary

$951M

59% of AUM

Avg account

$763K

Accounts

2,124

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 295178
Registered since: April 27, 2018
Website: www.pasadenaprivatewealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI62.23%
Pension & Profit Sharing Plans19.11%
Individuals8.85%
Pooled Investment Vehicles8.1%
Corporations / Businesses1.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pasadena Private Wealth, LLC is an independent registered investment adviser that registered with the SEC in 2018. The firm positions itself as a capital allocator for both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and pooled vehicles, pension consulting, manager selection, and investor education including periodic publications and workshops. Its business model includes serving as sponsor, general partner, and managing member of pooled investment vehicles, and its fee arrangements are flexible — covering percentage-of-AUM fees, hourly and fixed fees, and performance-based fees.