Pacific Wealth Management
Firm details
- Headquarters
- San Diego, California
- CRD number
- 113217
- Registered since
- November 14, 2012
- Website
- pacwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI81.88%
- Individuals18.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pacific Wealth Management is an independent, limited liability RIA that is SEC-registered (first registered in 2012). The firm serves individual and family clients and operates as a capital allocator, combining portfolio management, comprehensive financial planning, and the selection of external advisers. It also conducts insurance brokerage activities. Fees are charged through a mix of AUM-based percentages, hourly rates, fixed fees and other arrangements. The firm does not identify as an active ESG investor and is not organized as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities5%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
3 of 8
John Mayer
Director of ResearchCRD 6905535
Marjorie Smith
Wealth AdvisorCRD 6803652
James Kuntz
FounderCRD 1038293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$219M in ETFs
85%
$187M
<1%
$32.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $134M | 175,280 | 60.92% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 11512 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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