Pasadena Private Wealth, LLC

RIASEC Registered

Total AUM

$1.6B

Discretionary

$951M

59% of AUM

Avg account

$763K

Accounts

2,124

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 295178
Registered since: April 27, 2018
Website: www.pasadenaprivatewealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI62.23%
Pension & Profit Sharing Plans19.11%
Individuals8.85%
Pooled Investment Vehicles8.1%
Corporations / Businesses1.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pasadena Private Wealth, LLC is an independent registered investment adviser that describes itself as a capital allocator for both individual/family and institutional clients. The firm is organized as an LLC, owned by an individual, and has been registered with the SEC since 2018. Its fee schedule is flexible and includes percentage-of-AUM billing alongside hourly, fixed-fee, and performance-based arrangements. Service lines focus on financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. The firm also offers pension consulting, helps select other advisers, and produces written materials and educational programming. Pasadena Private Wealth indicates it is not an active ESG investor.