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PACIFIC FINANCIAL ADVISORS

BELLEVUE, WA · CRD 154160 · IAPD ↗ · pacificfa.com · 425-458-3292

$110.2MRegulatory AUM
5Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
1States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — PACIFIC FINANCIAL ADVISORS (BELLEVUE, WA) is newly SEC-registered with $110.2M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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