# PACIFIC WEALTH ADVISORY, LLC

PACIFIC WEALTH ADVISORY, LLC of SPOKANE VALLEY, WA is an SEC-registered investment adviser.

## Registration

- CRD: 297657
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297657/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297657/similar
- Related entities: https://search.stillhousedata.com/firm/297657/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297657

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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.
