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| Happy Holidays!! thanks for using AUM13F!! |
| Pacific Wealth Advisory Services LLC
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| CRD # | 330888 |
| SEC # | 801-130327 |
| CIK # | |
| AUM | $98.7 M (2025-04-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 925-838-7566 |
| Address | 50 Oak Court Suite 230 Danville, CA 94526 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 56.8 |
| (b) Individuals (high net worth individuals) | 22 | 41.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 508 | 98.7 |
| By Discretionary | ||
| Discretionary | 508 | 98.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 508 | 98.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 98.7 | |
| Total | 508 | 98.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rooted Financial Group LLC
✚
|
OR | 0.1 |
|
Benchmark Financial LLC
✚
|
DE | 0.1 |
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Needham R B Advisory Corp
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MA | 0.1 |
|
Trident Advisors Inc
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PA | 0.1 |
|
Truadvisors Financial LLC
✚
|
FL | 0.1 |
|
Berkeley Capital Management LLC
✚
|
KS | 0.1 |
|
Gilbert Financial LLC
✚
|
0.1 | |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
Carry Advisors LLC
✚
|
NY | 0.1 |
|
Hicks & Associates Wealth Management LLC
✚
|
NC | 0.1 |