PACIFIC TRUST WEALTH MANAGEMENT

PACIFIC TRUST WEALTH MANAGEMENT of PASADENA, CA is an SEC-registered investment adviser (CRD 147672). Regulatory assets under management: $1.2M.

Registration

• CRD: 147672
• Type: Registered investment adviser
• Location: 370 E CLAREMONT ST., PASADENA, CA, 91104
• Phone: 415-637-6288
• Latest filing: 2026-03-24
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147672 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search