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Building 2PACIFICA WEALTH ADVISORS, INC.

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Phone(855) 554-3677
NotebookSEC #801-118068
Total AUM
$176.1M
Employees
2
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
Monday - Friday
Phone
(855) 554-3677

ReceiptFinancials

Total AUM
$176.1M
Accounts
208
Discretionary
$171M
Accounts
205
Non-Discretionary
$5.2M
Accounts
3

ContactClients

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Individual Clients
5
AUM
$3.1M
HNW Individual Clients
48
AUM
$171.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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