# PACIFIC CAPITAL WEALTH ADVISORS, INC.

PACIFIC CAPITAL WEALTH ADVISORS, INC. of CORONA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 159294
- Type: SEC-registered investment adviser
- SEC file number: 801-80494
- Location: 1861 CALIFORNIA AVENUE, SUITE 101, CORONA, CA, 92881
- Phone: 844-777-8777
- Latest filing: 2026-03-05
- Regulatory AUM: $668.6M
- Discretionary AUM: $668.6M
- Clients: 9
- Accounts: 309

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Chad T Willardson | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Aurielle Nichole West | CHIEF COMPLIANCE OFFICER | — |
| PURDIE RYAN AARON FLOYD | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| WILLARDSON CHAD T | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159294/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159294/similar
- Related entities: https://search.stillhousedata.com/firm/159294/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159294

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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.