RIA Intel›Advisers›California›PACIFIC CAPITAL WEALTH ADVISORS, INC.

PACIFIC CAPITAL WEALTH ADVISORS, INC.

Advisory

N·CORONA, CA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM
$669M
1-Year AUM Growth
+29.9%
3-Year CAGR
+21.5%
Employees
6
Assets Under Management
Total AUM$669M
Discretionary AUM$669M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients87
Team
Total Employees6
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record57
First FilingOct 4, 2011
Latest FilingMar 5, 2026
🔒 Full AUM trend chart and 57 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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