Michael Leonard Lim
Investment adviser representative at Pacific Wealth Management
28 yearsExperience
1 stateRegistered in
$371.9MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Girard Securities, Inc.Apr 2005 to now
- Pacific Wealth Management, LLCFeb 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pacific Wealth Management
Legal name: Pacific Wealth Management, LLC
$371.9MAssets managed
209Clients
8Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2486329
- Firm CRD
- 113217