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PACIFIC WEALTH ADVISORY SERVICES LLC
CRD 330888File 801-130327
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$96.3M
Bottom 25% of cohort (national)
Discretionary AUM
$96.3M
Clients
223
532 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 21, 2024
- Principal office
- 50 OAK COURT SUITE 230, DANVILLE, CA, 94526
- Phone
- 925-838-7566
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $96.3M
- Discretionary AUM
- $96.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 532
- Non-discretionary accounts
- 0
- Total accounts
- 532
- AUM per client
- $432K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $47.3M |
| Individuals (other than high net worth individuals) | 198 | $49.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 227 | 223 | decreased by4 |
| Mar 1, 2026 | AUM | $98,705,617 | $96,284,457 | decreased by$2,421,160 |
| Mar 1, 2026 | Accounts | 508 | 532 | increased by24 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PACIFIC WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PACIFIC WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.