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| Happy Holidays!! thanks for using AUM13F!! |
| Pacific Wealth Management LLC
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| CRD # | 113217 |
| SEC # | 801-77277 |
| CIK # | 0001852338 |
| AUM | $317.6 M (2025-03-28) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 858-509-9797 |
| Address | 11512 El Camino Real Ste 350 San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 7.3 | ||
| Abbott Laboratories | 3.5 | ||
| Intel Corp | 1.6 | ||
| Microsoft Corp | 0.5 | ||
| Intuit Inc | 0.5 | ||
| Qualcomm Inc/DE | 0.3 | ||
| Apple Inc | 0.3 | ||
| International Business Machines Corp | 0.3 | ||
| Sprott Physical Silver Trust | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 110.4 |
| (b) Individuals (high net worth individuals) | 66 | 207.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 317.6 |
| By Discretionary | ||
| Discretionary | 519 | 310.8 |
| Non-Discretionary | 5 | 6.8 |
| Total | 524 | 317.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.6 | |
| Total | 524 | 317.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001852338] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sharper & Granite LLC
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|
CA | 0.3 |
|
Florida Financial Advisors LLC
✚
|
FL | 0.3 |
|
Motive Wealth Advisors LLC
✚
|
MI | 0.3 |
|
Cordis Financial LLC
✚
|
MN | 0.3 |
|
Guilbault Capital LLC
✚
|
LA | 0.3 |
|
Legacy Investment Partners LLC
✚
|
KS | 0.3 |
|
Salzinger Sheaff Brock LLC
✚
|
IN | 0.3 |
|
Argyle Capital Management LLC
✚
|
PA | 0.3 |
|
Panoramic Capital Partners LLC
✚
|
OR | 0.3 |
|
Ergawealth Advisors Inc
✚
|
0.3 |