Pasadena Private Wealth, LLC

RIASEC RegisteredEst. 2018

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 formed in 2018 and organized as an LLC under individual ownership. The firm describes itself as a capital allocator that serves both individual & family clients and institutional investors. Its advisory offering spans financial planning, discretionary and non-discretionary portfolio management (including for pooled vehicles), pension consulting and selection of other advisers, along with publications and educational programming. Fee arrangements are varied and include AUM-based fees as well as hourly, fixed and performance-based structures. The firm is not categorized as an active ESG investor. Pasadena Private Wealth also participates on the sponsor/GP/manager side of pooled investment vehicles, which complements its role selecting third-party managers and advising private funds.