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| Keyboard |
| Pacific Value LLC
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|---|---|
| CRD # | 147086 |
| SEC # | 801-69129 |
| CIK # | |
| AUM | 190.0 M (2026-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 208-331-2315 |
| Address | 101 South Capitol Blvd Boise, ID 83702 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 40.0 |
| (b) Individuals (high net worth individuals) | 52 | 116.0 |
| (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 | 12.0 |
| (h) Charitable organizations | 1 | 4.0 |
| (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 | 1 | 18.0 |
| (n) Other | 0 | 0.0 |
| Total | 433 | 190.0 |
| By Discretionary | ||
| Discretionary | 433 | 190.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 433 | 190.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.0 | |
| Total | 433 | 190.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 169 |
| Serves | Retail |
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|---|---|---|
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✚
|
VA | 191.0 M |
|
Wisdom Wealth Strategies LLC
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CO | 190.5 M |
|
Vanguard Capital Wealth Advisors LLC
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CO | 190.4 M |
|
MJC Advisors LLC
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190.3 M | |
|
Financial Horizons Inc
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190.0 M | |
|
Blueprint Wealth Management Inc
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|
MD | 190.0 M |
|
HARA Capital LLC
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|
189.1 M | |
|
CFS Wealth Management LLC
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|
GA | 189.1 M |
|
ELM3 Financial Group LLC
✚
|
GA | 189.0 M |
|
Bledsoe Asset Management LLC
✚
|
AZ | 189.0 M |