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PACIFIC WEALTH MANAGEMENT

SAN DIEGO, CA · CRD 113217 · IAPD ↗ · pacwealth.com · 858-509-9797

$371.9MRegulatory AUM
6Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — PACIFIC WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — PACIFIC WEALTH MANAGEMENT grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.