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

PACIFIC WEALTH MANAGEMENT, LLC

Advisory

N·SAN DIEGO, CA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM
$372M
1-Year AUM Growth
+17.7%
3-Year CAGR
+9.8%
Employees
6
Assets Under Management
Total AUM$372M
Discretionary AUM$365M
Non-Discretionary AUM$7M
Discretionary %98%
Total Clients210
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)-14.3%
Filing History
Total Filings on Record29
First FilingOct 18, 2001
Latest FilingApr 1, 2026
🔒 Full AUM trend chart and 29 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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