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| Pacific Capital Wealth Advisors Inc
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|---|---|
| CRD # | 159294 |
| SEC # | 801-80494 |
| CIK # | 0001803523 |
| AUM | 668.6 M (2026-03-05) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 844-777-8777 |
| Address | 1861 California Avenue Corona, CA 92881 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001803523 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 6.4 | ||
| Apple Inc | 4.8 | ||
| MicroStrategy Inc | 3.1 | ||
| Nutanix Inc | 2.2 | ||
| GoDaddy Inc | 2.1 | ||
| World Currency Gold Trust | 2.0 | ||
| Tesla Motors Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 2.0 |
| (b) Individuals (high net worth individuals) | 62 | 655.3 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 1 | 11.3 |
| (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 | 309 | 668.6 |
| By Discretionary | ||
| Discretionary | 309 | 668.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 309 | 668.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 667.5 | |
| Total | 309 | 668.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803523] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ABS Legacy Partners LLC
✚
|
NC | 670.8 M |
|
Havenshare Financial LLC
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|
670.5 M | |
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Lombard Advisers Incorporated
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MD | 669.8 M |
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Wealth Care LLC
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668.6 M | |
|
The Oak Ridge Financial Services Group Inc
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|
MN | 668.6 M |
|
Oakwell Private Wealth Management LLC
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|
TX | 668.1 M |
|
Veridan Wealth LLC
✚
|
OR | 667.2 M |
|
Wealth Advisory Group Inc
✚
|
PA | 666.9 M |
|
Investors Research Corporation
✚
|
GA | 666.7 M |
|
Prestige Wealth Management Group LLC
✚
|
NJ | 666.4 M |