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PACIFIC CAPITAL
PACIFIC CAPITAL WEALTH ADVISORS, INC.
CRD 159294 · SEC 801-80494
1861 CALIFORNIA AVENUE, SUITE 101, CORONA, CA, 92881, United States
Phone
844-777-8777
Fax
951-547-8501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$668.6M
Discretionary AUM
$668.6M
Team
9 total employees; 6 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; % OF PLAN ASSETS; REFERRAL FEES FROM OTHER ADVISERS
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingREFERRALS TO OTHER ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.0M |
| High net worth individuals | 62 | $655.3M |
| Pension/profit sharing plans | 5 | $0 |
| Charitable organizations | 1 | $11.3M |
States served
AZ, CA, UT, TX
All web addresses on file
Official SEC filing: View on IAPD