Pacific Wealth Management LLC


Assets, Funds, Holdings

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Pacific Wealth Management LLC
CRD #113217
SEC #801-77277
AUM $172.8 MM (98% Disc, 100% US)
Employees6 (100% Investors, 0% Brokers)
Address11512 El Camino Real Ste 350
San Diego, CA 92130
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Cannon Advisors LLC
CA 0.2
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IL 0.2
Montcalm TCR LLC
CA 0.2
Tribeca Financial LLC
AZ 0.2
Juncture Wealth Strategies LLC
AZ 0.2
Capital Ideas Inc
TX 0.2
Rubicon Wealth Management LLC
PA 0.2
DYER Robertson & Lamme Inc
TX 0.2
Asset Management and Planning LLC
SC 0.2
EPW Investment Management Inc
FL 0.2
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