PASADENA PRIVATE WEALTH, LLC

2 North Lake Avenue
Suite 520
Pasadena, California 91101
Tel: 626-993-9300

About PASADENA PRIVATE WEALTH, LLC

PASADENA PRIVATE WEALTH, LLC, formally registered with the SEC as PASADENA PRIVATE WEALTH, LLC. The firm was established in 04/27/2018. They have over 3 offices throughout the country.

PASADENA PRIVATE WEALTH, LLC is a Pasadena, California based Financial Planning firm with nearly $1,209,114,893 assets under management, offering retirement planning & investment advisory services to 1594 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	295178
SEC#	801-112999
Assets Managed by Firm	$1,209,114,893
No. of Clients	1594
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1594	$1,209,114,893
Individuals (other than high net worth individuals)	162	$108,274,105
High net worth individuals	194	$728,424,287
Pension and profit sharing plans	56	$238,240,181
Corporations or other businesses	17	$47,350,329

More Retirement Planning firms in Pasadena, California:

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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