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Building 2PACIFIC WEALTH MANAGEMENT

Map pinSAN DIEGO, CA
Phone858-509-9797
NotebookSEC #801-77277
Total AUM
$371.9M
Employees
6
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11512 EL CAMINO REAL STE 350
SAN DIEGO
CA 92130
United States
Operating Hours
6:30 AM - 4:00 PM M-TH; 6:30 AM - 3:00 PM F
Monday - Friday
Phone
858-509-9797

ReceiptFinancials

Total AUM
$371.9M
Accounts
529
Discretionary
$364.6M
Accounts
524
Non-Discretionary
$7.4M
Accounts
5

ContactClients

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Individual Clients
107
AUM
$67.4M
HNW Individual Clients
102
AUM
$304.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS MONITORED

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCACOFLWA

HandshakeAffiliates

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

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