RIA Intel›Advisers›Washington›PACIFIC WEALTH ADVISORY, LLC

PACIFIC WEALTH ADVISORY, LLC

Advisory

SPOKANE VALLEY, WA

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

Average account

$185K

across 116 accounts

AUM per adviser

$7M

3 advisers

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

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$21M

Discretionary AUM$12M

Non-Discretionary AUM$10M

Discretionary %54.8%

Total Clients61

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

42 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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