SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Pacific Wealth Management
San Diego, CA
Pacific Wealth Management, LLC, CRD 113217
Firm filing updated April 1, 2026 ·
- $371.9MAssets
- 209Clients
- 6Advisory staff
- 529Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals107
- High net worth individuals102
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 107 | $67.4 million |
| High net worth individuals | 102 | $304.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING"
Assets and accounts
- Regulatory assets$371.9 million
- Accounts529
- Discretionary$364.6 million · 524 accounts
- Non-discretionary$7.4 million · 5 accounts
People
- Employees6
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients101 to 250
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Pacific Wealth Management, LLC SEC-registered investment advisor. CRD 113217, SEC file 801-77277.
- Registered with the SEC as an investment advisor (status date on record: November 14, 2012).
Is Pacific Wealth Management a fiduciary?
Short answer: Pacific Wealth Management is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.