PACIFIC WEALTH MANAGEMENT, LLC
Legal name: PACIFIC WEALTH MANAGEMENT
CRD #113217 SEC #801-77277 SAN DIEGO, CA 858-509-9797
SEC Registered
Total AUM
$317.6M
Discretionary
$310.8M
Employees
6
Clients
101
Accounts
524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $317.6M | $310.8M | $6.8M | 6 | 0 |
| Nov 2024 | $269.9M | $263.7M | $6.2M | 6 | 0 |
| Mar 2024 | $269.9M | $263.7M | $6.2M | 7 | 0 |
| Apr 2023 | $260.3M | $252.4M | $7.8M | 5 | 0 |
| Mar 2023 | $260.3M | $252.4M | $7.8M | 5 | 0 |
| Oct 2022 | $239M | $231.3M | $7.7M | 5 | 0 |
| Mar 2022 | $239M | $231.3M | $7.7M | 5 | 0 |
| Nov 2021 | $219.6M | $207.8M | $11.8M | 5 | 0 |
| May 2021 | $219.6M | $207.8M | $11.8M | 5 | 0 |
| Mar 2021 | $219.6M | $207.8M | $11.8M | 5 | 0 |
| Jul 2020 | $178.5M | $168.8M | $9.7M | 6 | 0 |
| Jun 2020 | $178.5M | $168.8M | $9.7M | 6 | 0 |
| Mar 2020 | $178.5M | $168.8M | $9.7M | 6 | 0 |
| Mar 2019 | $172.8M | $168.6M | $4.2M | 6 | 0 |
| Mar 2019 | $172.8M | $168.6M | $4.2M | 6 | 0 |
| Apr 2018 | $183.4M | $166M | $17.4M | 5 | 0 |
| Mar 2018 | $183.4M | $166M | $17.4M | 5 | 0 |
| Nov 2017 | $169.1M | $154.1M | $15M | 6 | 0 |
| Jul 2017 | $165.2M | $150.2M | $15.1M | 6 | 300 |
| May 2017 | $165.2M | $150.2M | $15.1M | 6 | 300 |
| Mar 2017 | $165.2M | $150.2M | $15.1M | 6 | 300 |
| Mar 2016 | $145.1M | $130.4M | $14.7M | 6 | 300 |
| Mar 2015 | $193.2M | $177.1M | $16.1M | 6 | 300 |
| Mar 2014 | $178.3M | $165.8M | $12.5M | 7 | 300 |
| Aug 2013 | $165.7M | $151.4M | $14.3M | 6 | 300 |
| Mar 2013 | $165.7M | $151.4M | $14.3M | 6 | 300 |
| Oct 2012 | $155.7M | $142.6M | $13.1M | 1 | 11 |
| Sep 2005 | $1.3M | $0 | $1.3M | 10 | -- |
| Oct 2001 | $116.6M | $0 | $116.6M | 10 | -- |
DateMar 2025
Total AUM$317.6M
Discretionary$310.8M
Non-Disc.$6.8M
Employees6
Clients0
DateNov 2024
Total AUM$269.9M
Discretionary$263.7M
Non-Disc.$6.2M
Employees6
Clients0
DateMar 2024
Total AUM$269.9M
Discretionary$263.7M
Non-Disc.$6.2M
Employees7
Clients0
DateApr 2023
Total AUM$260.3M
Discretionary$252.4M
Non-Disc.$7.8M
Employees5
Clients0
DateMar 2023
Total AUM$260.3M
Discretionary$252.4M
Non-Disc.$7.8M
Employees5
Clients0
DateOct 2022
Total AUM$239M
Discretionary$231.3M
Non-Disc.$7.7M
Employees5
Clients0
DateMar 2022
Total AUM$239M
Discretionary$231.3M
Non-Disc.$7.7M
Employees5
Clients0
DateNov 2021
Total AUM$219.6M
Discretionary$207.8M
Non-Disc.$11.8M
Employees5
Clients0
DateMay 2021
Total AUM$219.6M
Discretionary$207.8M
Non-Disc.$11.8M
Employees5
Clients0
DateMar 2021
Total AUM$219.6M
Discretionary$207.8M
Non-Disc.$11.8M
Employees5
Clients0
DateJul 2020
Total AUM$178.5M
Discretionary$168.8M
Non-Disc.$9.7M
Employees6
Clients0
DateJun 2020
Total AUM$178.5M
Discretionary$168.8M
Non-Disc.$9.7M
Employees6
Clients0
DateMar 2020
Total AUM$178.5M
Discretionary$168.8M
Non-Disc.$9.7M
Employees6
Clients0
DateMar 2019
Total AUM$172.8M
Discretionary$168.6M
Non-Disc.$4.2M
Employees6
Clients0
DateMar 2019
Total AUM$172.8M
Discretionary$168.6M
Non-Disc.$4.2M
Employees6
Clients0
DateApr 2018
Total AUM$183.4M
Discretionary$166M
Non-Disc.$17.4M
Employees5
Clients0
DateMar 2018
Total AUM$183.4M
Discretionary$166M
Non-Disc.$17.4M
Employees5
Clients0
DateNov 2017
Total AUM$169.1M
Discretionary$154.1M
Non-Disc.$15M
Employees6
Clients0
DateJul 2017
Total AUM$165.2M
Discretionary$150.2M
Non-Disc.$15.1M
Employees6
Clients300
DateMay 2017
Total AUM$165.2M
Discretionary$150.2M
Non-Disc.$15.1M
Employees6
Clients300
DateMar 2017
Total AUM$165.2M
Discretionary$150.2M
Non-Disc.$15.1M
Employees6
Clients300
DateMar 2016
Total AUM$145.1M
Discretionary$130.4M
Non-Disc.$14.7M
Employees6
Clients300
DateMar 2015
Total AUM$193.2M
Discretionary$177.1M
Non-Disc.$16.1M
Employees6
Clients300
DateMar 2014
Total AUM$178.3M
Discretionary$165.8M
Non-Disc.$12.5M
Employees7
Clients300
DateAug 2013
Total AUM$165.7M
Discretionary$151.4M
Non-Disc.$14.3M
Employees6
Clients300
DateMar 2013
Total AUM$165.7M
Discretionary$151.4M
Non-Disc.$14.3M
Employees6
Clients300
DateOct 2012
Total AUM$155.7M
Discretionary$142.6M
Non-Disc.$13.1M
Employees1
Clients11
DateSep 2005
Total AUM$1.3M
Discretionary$0
Non-Disc.$1.3M
Employees10
Clients--
DateOct 2001
Total AUM$116.6M
Discretionary$0
Non-Disc.$116.6M
Employees10
Clients--