PACIFIC CAPITAL WEALTH ADVISORS, INC.

PACIFIC CAPITAL WEALTH ADVISORS, INC. of CORONA, CA is an SEC-registered investment adviser (CRD 159294). Regulatory assets under management: $668.6M.

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (4)

NameRoleLocation
Chad T WillardsonPRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER
Aurielle Nichole WestCHIEF COMPLIANCE OFFICER
PURDIE RYAN AARON FLOYDPRESIDENT AND CHIEF COMPLIANCE OFFICER
WILLARDSON CHAD TPRESIDENT AND CHIEF COMPLIANCE OFFICER

Branch offices (2)

CityStateEmployeesPhone
NEWPORT BEACHCA5844-777-8777
NEWPORT BEACHCA5844-777-8777

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