PACIFIC WEALTH MANAGEMENT, LLC
Doing business as PACIFIC WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$371,941,587
Discretionary
$364,585,836
Non-discretionary
$7,355,751
Firm details
- CRD number
- 113217
- SEC file number
- 801-77277
- Main office
- SAN DIEGO, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.PACWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.