RIA Intel›Advisers›California›PACIFIC WEALTH CARE INC.

PACIFIC WEALTH CARE INC.

Advisory

CA

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in CA

#3,153

of 5,480 advisers by AUM

Average account

$2M

across 42 accounts

AUM per adviser

$68M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$68M

Discretionary AUM$0

Non-Discretionary AUM$68M

Discretionary %0%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

19 clients

15 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

CRANE ASSET MANAGEMENT, LLC

BEVERLY HILLS, CA

$68M

F500 ADVISORY SERVICES, INC.

NEWPORT BEACH, CA

$68M

THE FINANCIAL PLANNING AND IMPLEMENTATION INC.

$68M

MILLAR, TIMOTHY, PATRICK

$68M

BLACK DOG INVESTMENTS, INC.

$68M

THE MONROE TEAM, INC

$68M

Get the full picture on PACIFIC WEALTH CARE INC.

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

Create a free account →See plans