# PACIFIC PORTFOLIO CONSULTING, LLC

PACIFIC PORTFOLIO CONSULTING, LLC of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 139505
- Type: SEC-registered investment adviser
- SEC file number: 801-66277
- Location: 450 ALASKAN WAY S, SUITE 500, SEATTLE, WA, 98104
- Phone: 206-623-6641
- Latest filing: 2025-03-27
- Regulatory AUM: $4.8B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $2.5B
- Clients: 22
- Accounts: 521

## Business model

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

## Officers, owners & control persons (34)

_Showing 25 of 34 people._

| Name | Role | Location |
| --- | --- | --- |
| Lawerence Lee Hood | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC; PRESIDENT | — |
| Ritchie Hood | CHIEF COMPLIANCE OFFICER | — |
| James Macdonald Will | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| Joseph Mortin Schierhorn | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| William Andrew Gavin | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| Jamie Ann Goldberg | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| Scott Henry Luttinen | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| Lisa Ann Cook | CHIEF OPERATING OFFICER | — |
| Eric Peter Jarvis | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| JARVIS ERIC | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| GALLAGHER JOSEPH JAMES | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| HOOD LAWERENCE LEE | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC; PRESIDENT | — |
| HOOD RITCHIE | CHIEF COMPLIANCE OFFICER | — |
| COCKBURN JOHN | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| ENGLE TIMOTHY | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| GOODFELLOW MALCOLM | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| STYLES RAYMOND | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| RICHARDS ROBERT ROBBINS | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| WILL JAMES | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| GOLDBERG MICHAEL A | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| LANGLAND ROBERT MARC | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| MERLO JOHN | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| GAVIN TIMOTHY ANDREW | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |
| COOK LISA ANN | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| CARROLL KELLY | DIRECTOR OF PACIFIC WEALTH ADVISORS, LLC | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ANCHORAGE | AK | 2 | 907-868-3036 |
| ANCHORAGE | AK | 2 | 907-868-3036 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139505/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139505/similar
- Related entities: https://search.stillhousedata.com/firm/139505/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139505

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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.