# PACIFIC WEALTH ADVISORY SERVICES LLC

PACIFIC WEALTH ADVISORY SERVICES LLC of DANVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 330888
- Type: SEC-registered investment adviser
- SEC file number: 801-130327
- Location: 50 OAK COURT SUITE 230, DANVILLE, CA, 94526
- Phone: 925-838-7566
- Latest filing: 2026-02-19
- Regulatory AUM: $96.3M
- Discretionary AUM: $96.3M
- Clients: 2
- Accounts: 532

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael Jerome Lickiss | OWNER | — |
| Katherine Lisa Kumro | CHIEF COMPLIANCE OFFICER | — |
| Lickiss Michael Jerome | OWNER | — |
| Kumro Katherine Lisa | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-03-25 | civil | CLAIMANT ALLEGES SHE GAVE MONEY TO EDWIN LICKISS. EDWIN WAS NEVER AFFILIATED IN ANY WAY WITH PACIFIC WEALTH ADVISORY SERVICES LLC. | Pending | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330888/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330888/similar
- Related entities: https://search.stillhousedata.com/firm/330888/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330888

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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.