PACE WEALTH ADVISORS

PACE WEALTH ADVISORS is an SEC-registered investment adviser (CRD 311924). Regulatory assets under management: $24.3M.

Registration

• CRD: 311924
• Type: Registered investment adviser
• Phone: (253) 286-0224
• Latest filing: 2026-03-30
• Regulatory AUM: $24.3M
• Non-discretionary AUM: $24.3M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311924 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search