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ION PACIFIC, INC.

VENICE, CA · CRD 328607 · IAPD ↗ · ionpacific.com · +1-714-408-4618

$554.9MRegulatory AUM
8Advisory reps
20Employees
0Clients
n/aPlanning clients
47Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ION PACIFIC, INC. crossed $500M in regulatory AUM ($483.1M -> $554.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2025 — ION PACIFIC, INC. grew from 3 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
February 2025 — ION PACIFIC, INC. (VENICE, CA) is newly SEC-registered with $446.0M RAUM and 3 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.