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PASADENA PRIVATE WEALTH, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,620,620,686
Discretionary
$951,263,030
Non-discretionary
$669,357,656

Firm details

CRD number
295178
SEC file number
801-112999
Main office
PASADENA, CA, United States
Employees
19
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based

As of October 2026.