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PACIFIC FINANCIAL STRATEGIES, INC

THOUSAND OAKS, CA · CRD 151434 · IAPD ↗ · pacfs.com · (818) 991-7794

$201.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — PACIFIC FINANCIAL STRATEGIES, INC reported RAUM up 32% ($138.0M -> $181.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — PACIFIC FINANCIAL STRATEGIES, INC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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