RIA Intel›Advisers›California›PACIFIC WEALTH STRATEGIES GROUP, INC.

PACIFIC WEALTH STRATEGIES GROUP, INC.

Advisory

N·SANTA BARBARA, CA

Data as of Jul 14, 2026 · Source: SEC Form ADV

Total AUM

$253M

1-Year AUM Growth

+34.9%

3-Year CAGR

-13.2%

Employees

3

Assets Under Management

Total AUM$253M

Discretionary AUM$224M

Non-Discretionary AUM$29M

Discretionary %88.4%

Total Clients206

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record45

First FilingAug 20, 2007

Latest FilingJul 14, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PACIFIC WEALTH STRATEGIES GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.