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, SEC‑registered investment adviser organized as an LLC and established in 2018. The firm bills itself as a capital allocator and serves a mix of individual and family clients alongside institutional relationships. Its fee menu spans percentage‑of‑AUM billing as well as hourly and fixed fees, and it can charge performance‑based fees, which is consistent with its role as sponsor/GP and managing member of pooled investment vehicles. Advisory capabilities listed in firm materials include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of other advisers, and educational publishing and seminars. The firm is not flagged as an active ESG investor. The organizational owner type is individual and the firm identifies as an independent RIA rather than part of a broker/dealer or wirehouse.