RIA Intel›Advisers›California›ALTA PACIFIC WEALTH MANAGEMENT, LLC

ALTA PACIFIC WEALTH MANAGEMENT, LLC

Advisory

MISSION VIEJO, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA
#3,193
of 5,480 advisers by AUM
Average account
$845K
across 77 accounts
AUM per adviser
$65M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$65M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$65M
Discretionary AUM$65M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients32
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

RETIREMENT ROADMAP FINANCIAL PLANNING, LLC
$65M
CARNEGIE WEALTH MANAGEMENT LLC
$65M
TRES WEALTH MANAGEMENT GROUP, LLC
CHINO, CA
$65M
ALPINE GLOBAL INVESTMENTS, INC.
SAN FRANCISCO, CA
$65M
-7.1% 1Y
TATTERSALL, NANCY CARROLL
SAN RAFAEL, CA
$65M
BEACON PARK CAPITAL, LLC
$65M

Get the full picture on ALTA PACIFIC WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ALTA PACIFIC WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans