PACIFIC WEALTH STRATEGIES GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$253,189,504
Discretionary
$223,880,440
Non-discretionary
$29,309,064
Firm details
- CRD number
- 144789
- SEC file number
- 801-68311
- Main office
- SANTA BARBARA, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://PWSG.NET
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.