PACIFIC WEALTH PARTNERS, LLC
PACIFIC WEALTH PARTNERS, LLC is an SEC-registered investment adviser (CRD 315291). Regulatory assets under management: $21.8M.
Registration
- CRD: 315291
- SEC file number: 801-122027
- Type: Registered investment adviser
- Phone: 808-349-9512
- Latest filing: 2026-03-30
- Regulatory AUM: $21.8M
- Discretionary AUM: $21.8M
- Clients: 1
- Accounts: 24
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| USO TAFITI FOTUOTAMA | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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