# PACIFIC WEALTH MANAGEMENT, LLC

PACIFIC WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 113217
- Type: SEC-registered investment adviser
- SEC file number: 801-77277
- Location: 11512 EL CAMINO REAL STE 350, SAN DIEGO, CA, 92130
- Phone: 858-509-9797
- Latest filing: 2026-04-01
- Regulatory AUM: $371.9M
- Discretionary AUM: $364.6M
- Non-discretionary AUM: $7.4M
- Clients: 6
- Accounts: 529

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Justin Chandler Kuntz | MANAGING MEMBER; TRUSTEE | — |
| Montana Rae Kuntz | TRUSTEE | — |
| Maryam Pilar Anaya | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, OPERATIONS MANAGER | — |
| JORGENSEN ROBERT BRUCE | MEMBER | — |
| KUNTZ JAMES CHANDLER | CO-MANAGING MEMBER; MANAGING MEMBER; MANAGING MEMBER, CCO (+1 more) | — |
| HILL MARK CHRISTOPHER | CO-MANAGING MEMBER; MANAGING MEMBER | — |
| BROWN ROMY MICHELE | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | — |
| Lees Melanie Bianca | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | — |
| BLAKNEY MELANIE BIANCA | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | — |
| Kuntz Montana | TRUSTEE | — |
| KUNTZ MONTANA RAE | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113217/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113217/similar
- Related entities: https://search.stillhousedata.com/firm/113217/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113217

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.