PACIFIC WEALTH MANAGEMENT
Latest filing: Mar 28, 2025 (110 days ago)
AUM
$317,620,996
18% change vs. 1 year ago
33% change vs. 3 years ago
78% change vs. 5 years ago
64% change vs. 10 years ago
Employee Count
6
-14% change vs. 1 year ago
20% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SAN DIEGO, CA
11512 EL CAMINO REAL STE 350, SAN DIEGO, CA, UNITED STATES, 92130
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 144 | $0.1 |
| Average Individual AUM | $767,011 | |
| HNW | 66 | $0.2 |
| Average HNW AUM | $3,138,961 | |
| Retail Total | 210 | $0.3 |
| Average Retail AUM | $1,512,481 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 4% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 4% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 85% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JUSTIN KUNTZ | SAN DIEGO | CA | S66|2012-01-31 | CERTIFIED FINANCIAL PLANNER | |||||
| ISAAC CARDOZA | SAN DIEGO | CA | S66|2022-06-11 | CERTIFIED FINANCIAL PLANNER | |||||
| MARJORIE SMITH | SAN DIEGO | CA | S65|2017-05-01 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN MAYER | SAN DIEGO | CA | S65|2018-08-11 | CERTIFIED FINANCIAL PLANNER | |||||
| JAMES KUNTZ | SAN DIEGO | CA | S63|1982-03-26|S65|1992-07-08 | ||||||
| MICHAEL LIM | SAN DIEGO | CA | S63|1994-10-10|S65|1999-06-16 | ||||||
| MELANIE BLAKNEY | SAN DIEGO | CA | S65|2016-11-18 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | 18% | 7 | -1 | -14% |
| 2023-04-04 | $0.3 | $0.1 | 22% | 5 | 1 | 20% |
| 2022-04-01 | $0.2 | $0.1 | 33% | 5 | 1 | 20% |
| 2021-04-05 | $0.2 | $0.1 | 45% | 5 | 1 | 20% |
| 2020-04-01 | $0.2 | $0.1 | 78% | 6 | 0 | 0% |
| 2019-04-01 | $0.2 | $0.1 | 84% | 6 | 0 | 0% |
| 2018-04-02 | $0.2 | $0.1 | 73% | 5 | 1 | 20% |
| 2017-04-01 | $0.2 | $0.2 | 92% | 6 | 0 | 0% |
| 2016-04-01 | $0.1 | $0.2 | 119% | 6 | 0 | 0% |
| 2015-04-01 | $0.2 | $0.1 | 64% | 6 | 0 | 0% |
| 2014-04-01 | $0.2 | $0.1 | 78% | 7 | -1 | -14% |
| 2013-04-01 | $0.2 | $0.2 | 92% | 6 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AK-03/16/2022, CA-02/21/2003, CO-03/12/2020, FL-03/16/2022, WA-03/16/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV