PACIFIC WEALTH MANAGEMENT
SEC RegisteredSound Management for a Secure Financial Future
About the firm
Pacific Wealth Management is a fee-based, fiduciary firm providing wealth management services for families, retired individuals, professionals and business owners. The firm specializes in helping individuals develop sound retirement strategies and offers personalized, hands-on service. They educate clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Retirement Planning, Executive Compensation, and Proactive Asset Management. Additional services include tax planning, estate planning, risk management and insurance, and equity compensation management (stock options, RSUs, and performance-restricted stock).
Who they serve
Families, retired individuals, professionals, and business owners, with a focus on those who are retired or approaching retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 107 | $67M |
| High Net Worth Individuals | 102 | $305M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PACIFIC WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched