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 organized as an LLC and first registered with the SEC in 2018. The firm is owner-operated and positions itself as both a discretionary portfolio manager and a capital allocator for individual, family and institutional clients. Its advisory platform covers comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management of pooled investment vehicles, pension consulting and the selection of other advisers. The firm also produces periodicals and runs educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM pricing as well as hourly, fixed-fee and performance-based structures. Pasadena Private Wealth acts in sponsor/GP/managing-member roles for pooled vehicles and allocates to third-party managers as part of its investment work.