PACIFIC WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 113217). Regulatory assets under management: $371.9M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities, Other.
| 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 | — |