Pacific Wealth Management

RIASEC RegisteredEst. 2012
Total AUM
$372M
Discretionary
$365M
98% of AUM
Avg account
$703K
Accounts
529
Employees
6
Advisory reps
7

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

FINTRX

Overview

Pacific Wealth Management is an independent, fee-based RIA formed as an LLC and SEC-registered in 2012. The firm serves individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and manager selection services. It also operates as an insurance broker. Pacific Wealth charges a mix of percentage-of-AUM, hourly, fixed and other fees. The firm identifies itself as a capital allocator and is not an active ESG investor; it is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 5%, State & Local Bonds 3%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%89%
  • Public Funds/Mutual Funds89%
  • Exchange Traded Equities5%
  • State & Local Bonds3%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Contacts

3 of 7
  • John Mayer

    John Mayer

    Director of ResearchCRD 6905535

  • Marjorie Smith

    Marjorie Smith

    Wealth AdvisorCRD 6803652

  • James Kuntz

    James Kuntz

    FounderCRD 1038293

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$375M in ETFs

Passive

91%

$340M

Active

0%

$34.9M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$130M174,69434.75%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth