PACIFIC WEALTH MANAGEMENT

11512 El Camino Real Ste 350
San Diego, California 92130
Tel: 858-509-9797

About PACIFIC WEALTH MANAGEMENT

PACIFIC WEALTH MANAGEMENT, formally registered with the SEC as PACIFIC WEALTH MANAGEMENT. The firm was established in 11/14/2012. They have over 1 offices throughout the country.

PACIFIC WEALTH MANAGEMENT is a San Diego, California based Financial Planning firm with nearly $269,940,691 assets under management, offering retirement planning & investment advisory services to 483 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113217
SEC#	801-77277
Assets Managed by Firm	$269,940,691
No. of Clients	483
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Other (% OF ASSETS MONITORED)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	483	$269,940,691
Individuals (other than high net worth individuals)	135	$81,649,821
High net worth individuals	64	$188,290,870

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