|
⚲
|
| Keyboard |
| Pacific Wealth Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 330888 |
| SEC # | 801-130327 |
| CIK # | |
| AUM | 96.3 M (2026-02-19) |
| 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) | 198 | 49.0 |
| (b) Individuals (high net worth individuals) | 25 | 47.3 |
| (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 | 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 | 532 | 96.3 |
| By Discretionary | ||
| Discretionary | 532 | 96.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 532 | 96.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 96.3 | |
| Total | 532 | 96.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Garrett Nagle & Co Inc
✚
|
MA | 98.4 M |
|
Gallatin & Company LLC
✚
|
FL | 98.1 M |
|
Scott Conyers Capital Management Inc
✚
|
96.7 M | |
|
CK Advisors LLC
✚
|
96.7 M | |
|
MRP Advisors LLC
✚
|
96.1 M | |
|
Capital Design Private Wealth LLC
✚
|
NH | 96.0 M |
|
Lyon Capital Management LLC
✚
|
NY | 94.8 M |
|
Lion Capital Advisors LLC
✚
|
FL | 94.8 M |
|
Sebetic Advisors LLC
✚
|
94.4 M | |
|
Bayridge Financial Group Inc
✚
|
NY | 94.2 M |