PACIFICA WEALTH ADVISORS, INC.
PACIFICA WEALTH ADVISORS, INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 136054). Regulatory assets under management: $176.1M.
Registration
- CRD: 136054
- SEC file number: 801-118068
- Type: Registered investment adviser
- Location: 9870 RESEARCH DRIVE, IRVINE, CA, 92618
- Phone: (855) 554-3677
- Latest filing: 2025-12-11
- Regulatory AUM: $176.1M
- Discretionary AUM: $171.0M
- Non-discretionary AUM: $5.2M
- Clients: 2
- Accounts: 208
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Robert Pagliarini | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| PAGLIARINI ROBERT | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
More on this firm