# PACIFIC TRUST WEALTH MANAGEMENT

PACIFIC TRUST WEALTH MANAGEMENT of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 147672
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147672/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147672/similar
- Related entities: https://search.stillhousedata.com/firm/147672/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147672

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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.