Sign in
Create a free account
PACIFIC WEALTH PARTNERS, LLC
808-349-9512
SEC #801-122027Total AUM
$7.1M
Employees
1Clients
5Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
808-349-9512
Financials
Total AUM
$7.1M
Accounts
10Discretionary
$7.1M
Accounts
10Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
5AUM
$7.1M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
HI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.