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PACIFIC ASSET MANAGEMENT, LLC

GIG HARBOR, WA · CRD 115157 · IAPD ↗ · pacificasset.com · 253-649-4600

$384.8MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — PACIFIC ASSET MANAGEMENT, LLC reported RAUM up 38% ($279.4M -> $384.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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