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| Happy Holidays!! thanks for using AUM13F!! |
| Pacific Capital Wealth Advisors Inc
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|---|---|
| CRD # | 159294 |
| SEC # | 801-80494 |
| CIK # | 0001803523 |
| AUM | $654.3 M (2025-04-23) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 844-777-8777 |
| Address | 1861 California Avenue Corona, CA 92881 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MicroStrategy Inc | 11.5 | ||
| iShares Comex Gold Trust | 6.0 | ||
| Apple Inc | 5.1 | ||
| Microsoft Corp | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 16.9 |
| (b) Individuals (high net worth individuals) | 106 | 627.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 9.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 654.3 |
| By Discretionary | ||
| Discretionary | 577 | 654.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 577 | 654.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 653.1 | |
| Total | 577 | 654.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803523] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.7 |
|
Invex Advisors LLC
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|
FL | 0.7 |
|
Kaydan Wealth Management Inc
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MI | 0.7 |
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Eichner Investment Planning LLC
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OH | 0.7 |
|
One8Zero8 LLC
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NC | 0.7 |
|
Peak Planning Group LLC
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CO | 0.7 |
|
Blue Fin Capital Inc
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|
RI | 0.7 |
|
Moller Wealth Partners Inc
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|
IL | 0.7 |
|
Searle & Co
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|
CT | 0.6 |
|
Navpoint Financial Inc
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|
MN | 0.6 |