PACIFIC WEALTH CARE INC.

PACIFIC WEALTH CARE INC. is an SEC-registered investment adviser (CRD 130856). Regulatory assets under management: $68.0M.

Registration

• CRD: 130856
• Type: Registered investment adviser
• Phone: 714-528-4741
• Latest filing: 2026-02-02
• Regulatory AUM: $68.0M
• Non-discretionary AUM: $68.0M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130856 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search