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Bryan Andrew Muth

Investment adviser representative at Pasadena Private Wealth, LLC
22 yearsExperience
1 stateRegistered in
$1.6BFirm assets
8 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

22 years in the industry.

  1. Gt Securities, Inc.Sep 2024 to now
  2. Pensionmark Securities, LLCMay 2020 to now
  3. Pasadena Private Wealth, LLCMay 2018 to now
  4. Purshe Kaplan Sterling InvestmentsMay 2018 to May 2020
  5. Bank of America,N.A.Jun 2011 to May 2018
  6. Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2004 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (CA).

Pasadena Private Wealth, LLC

$1.6BAssets managed
524Clients
19Advisers
8 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
4793652
Firm CRD
295178
Advisor's SEC record (opens in a new tab)
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