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PACIFIC WEALTH ADVISORY SERVICES LLC
CRD 330888 · SEC 801-130327
50 OAK COURT SUITE 230, DANVILLE, CA, 94526, United States
Phone
925-838-7566
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$96.3M
Discretionary AUM
$96.3M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $49.0M |
| High net worth individuals | 25 | $47.3M |
States served
AZ, CA, ID, TX
All web addresses on file
Official SEC filing: View on IAPD