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| Pacific Wealth Management LLC
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|---|---|
| CRD # | 113217 |
| SEC # | 801-77277 |
| CIK # | 0001852338 |
| AUM | 371.9 M (2026-04-01) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-509-9797 |
| Address | 11512 El Camino Real Ste 350 San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001852338 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 8.4 | ||
| Intel Corp | 2.8 | ||
| Abbott Laboratories | 2.5 | ||
| Sprott Physical Silver Trust | 0.5 | ||
| Apple Inc | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Halozyme Therapeutics Inc | 0.3 | ||
| Viasat Inc | 0.3 | ||
| Sprott Physical Gold Trust | 0.3 | ||
| Nanometrics Inc | 0.3 | ||
| Intuit Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 67.4 |
| (b) Individuals (high net worth individuals) | 102 | 304.5 |
| (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 | 529 | 371.9 |
| By Discretionary | ||
| Discretionary | 524 | 364.6 |
| Non-Discretionary | 5 | 7.4 |
| Total | 529 | 371.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 371.9 | |
| Total | 529 | 371.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001852338] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Karras Company Inc
✚
|
UT | 372.9 M |
|
Richard W Paul & Associates LLC
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MI | 372.8 M |
|
Hibernia Wealth Partners LLC
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LA | 372.5 M |
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United Brokerage Services Inc
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WV | 372.3 M |
|
Callahan Wealth Advisory LLC
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372.2 M | |
|
Livelife Capital Partners LLC
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MA | 372.1 M |
|
Union Strategic Advisors LLC
✚
|
OH | 371.6 M |
|
Guggenheim Wealth Solutions LLC
✚
|
CA | 371.3 M |
|
BDT & Associates Inc
✚
|
AZ | 371.1 M |
|
Duvarney Craig Douglas
✚
|
371.0 M |