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PACIFIC WEALTH MANAGEMENT, LLC

dba PACIFIC WEALTH MANAGEMENT · CRD 113217 · Registered Investment Adviser

PACIFIC WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in SAN DIEGO, CA. The firm reports $371,941,587 in regulatory assets under management across 529 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$364,585,836
Non-discretionary$7,355,751
Total RAUM$371,941,587
Accounts529

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 113217. adviserinfo.sec.gov/firm/summary/113217.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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