PACIFIC WEALTH ADVISORY SERVICES LLC

Overview

Pacific Wealth Advisory Services LLC is a fee-based registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm manages client relationships as an owner-operated limited liability company and allocates capital primarily through third-party mutual funds. Its practice emphasizes traditional public-fund solutions over direct stock-picking or active ESG strategies, and it supplements core allocations with insurance products such as annuities. Pacific Wealth Advisory Services does not present itself as a multi-state or pension consultant and does not operate as a capital allocator. Investment activity centers on managed, discretionary accounts using pooled public funds as the backbone of portfolios. For clients who need exposure outside public markets, the firm works with external alternative managers to gain access to private placements and real estate opportunities. The adviser’s business model and custodian choice suggest a digital-first custody and reporting setup that supports straightforward model implementation across client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices