← Tributary

PACIFIC PORTFOLIO CONSULTING, LLC

SEATTLE, WA · CRD 139505 · IAPD ↗ · pacific-portfolio.com · 206-623-6641

$4.79BRegulatory AUM
12Advisory reps
22Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2026 — PACIFIC PORTFOLIO CONSULTING, LLC (SEATTLE, WA) left the SEC roster (was $4.79B RAUM, 12 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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