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| Keyboard |
| Pacifica Wealth Advisors Inc
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|---|---|
| CRD # | 136054 |
| SEC # | 801-118068 |
| CIK # | |
| AUM | 176.1 M (2025-12-11) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 855-554-3677 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 3.1 |
| (b) Individuals (high net worth individuals) | 48 | 171.2 |
| (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 | 1.8 |
| (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 | 208 | 176.1 |
| By Discretionary | ||
| Discretionary | 205 | 171.0 |
| Non-Discretionary | 3 | 5.2 |
| Total | 208 | 176.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.1 | |
| Total | 208 | 176.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Collins Advisors LLC
✚
|
NY | 176.4 M |
|
Parable LLC
✚
|
FL | 176.3 M |
|
NDWM LLC
✚
|
CA | 176.3 M |
|
Collar Capital Management LLC
✚
|
WI | 176.3 M |
|
Avant Capital LLC
✚
|
LA | 176.2 M |
|
McLaughlin Asset Management Inc
✚
|
IL | 176.1 M |
|
SFI Advisors LLC
✚
|
NJ | 176.0 M |
|
The Money Men Inc
✚
|
NY | 176.0 M |
|
Fellowship Investment Advisors LLC
✚
|
FL | 175.9 M |
|
URS Advisory LLC
✚
|
FL | 175.8 M |