PACIFIC WEALTH ADVISORY, LLC

PACIFIC WEALTH ADVISORY, LLC of SPOKANE VALLEY, WA is an SEC-registered investment adviser (CRD 297657). Regulatory assets under management: $21.4M.

Registration

• CRD: 297657
• Type: Registered investment adviser
• Location: 12121 E BROADWAY AVE, SPOKANE VALLEY, WA, 99206
• Phone: 509-413-1764
• Latest filing: 2026-03-30
• Regulatory AUM: $21.4M
• Discretionary AUM: $11.7M
• Non-discretionary AUM: $9.7M
• Clients: 3
• Accounts: 116

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297657 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search