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WESTFACE FINANCIAL ADVISORY

PACELINE LLC

CRD 168959

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$40.8M

Discretionary AUM

$36.1M

Team

2 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals35$9.6M
High net worth individuals22$26.5M

All web addresses on file

Official SEC filing: View on IAPD