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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Anaya, Maryam, Pilar | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BLAKNEY, MELANIE, BIANCA | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CCO, CHIEF OPERATIONS AND COMPLIANCE OFFICER | NA | Control |
| KUNTZ, JUSTIN, CHANDLER | I | MANAGING MEMBER | NA | Control |
| KUNTZ, JUSTIN, CHANDLER | I | MANAGING MEMBER | NA | Control |
| KUNTZ, JUSTIN, CHANDLER | I | MANAGING MEMBER, CCO | NA | Control |
| KUNTZ, JUSTIN, CHANDLER | I | MANAGING MEMBER | NA | Control |
| Lees, Melanie, Bianca | I | CCO, CHIEF COMPLIANCE AND OPERATIONS OFFICER | NA | Control |
| JM KUNTZ 2022 TRUST | DE | MEMBER | E | Control |
| JM KUNTZ 2022 TRUST | DE | MEMBER | E | Control |
| JM KUNTZ 2022 TRUST | DE | MEMBER | E | Control |
| JM KUNTZ 2022 TRUST | DE | MEMBER | E | Control |
| JM KUNTZ 2022 TRUST | DE | MEMBER | E | Control |
| JM KUNTZ 2022 TRUST | DE | MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER, CCO | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER, CCO | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER, CCO | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | E | Control |
| HILL, MARK, CHRISTOPHER | I | CO-MANAGING MEMBER | D | Control |
| HILL, MARK, CHRISTOPHER | I | CO-MANAGING MEMBER | D | Control |
| HILL, MARK, CHRISTOPHER | I | CO-MANAGING MEMBER | D | Control |
| HILL, MARK, CHRISTOPHER | I | CO-MANAGING MEMBER | D | Control |
| HILL, MARK, CHRISTOPHER | I | CO-MANAGING MEMBER | D | Control |
| HILL, MARK, CHRISTOPHER | I | CO-MANAGING MEMBER | D | Control |
| HILL, MARK, CHRISTOPHER | I | CO-MANAGING MEMBER | D | Control |
| HILL, MARK, CHRISTOPHER | I | CO-MANAGING MEMBER | D | Control |
| KUNTZ, JAMES, CHANDLER | I | CO-MANAGING MEMBER | D | Control |
| KUNTZ, JAMES, CHANDLER | I | CO-MANAGING MEMBER | D | Control |
| KUNTZ, JAMES, CHANDLER | I | CO-MANAGING MEMBER | D | Control |
| KUNTZ, JAMES, CHANDLER | I | CO-MANAGING MEMBER | D | Control |
| KUNTZ, JAMES, CHANDLER | I | CO-MANAGING MEMBER | D | Control |
| KUNTZ, JAMES, CHANDLER | I | CO-MANAGING MEMBER | D | Control |
| KUNTZ, JAMES, CHANDLER | I | CO-MANAGING MEMBER | D | Control |
| KUNTZ, JAMES, CHANDLER | I | CO-MANAGING MEMBER | D | Control |
| KUNTZ, JUSTIN, CHANDLER | I | MANAGING MEMBER | D | Control |
| KUNTZ, JUSTIN, CHANDLER | I | MANAGING MEMBER | D | Control |
| Kuntz, Montana | I | TRUSTEE | D | Control |
| Kuntz, Montana | I | TRUSTEE | D | Control |
| HILL, MARK, CHRISTOPHER | I | MANAGING MEMBER | C | Control |
| JORGENSEN, ROBERT, BRUCE | I | MEMBER | C | Control |
| KUNTZ, JAMES, CHANDLER | I | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KUNTZ, JUSTIN, CHANDLER | I | JM KUNTZ 2022 TRUST | D | Control |
| KUNTZ, JUSTIN, CHANDLER | I | JM KUNTZ 2022 TRUST | D | Control |
| KUNTZ, JUSTIN, CHANDLER | I | JM KUNTZ 2022 TRUST | D | Control |
| KUNTZ, JUSTIN, CHANDLER | I | JM KUNTZ 2022 TRUST | D | Control |
| KUNTZ, JUSTIN, CHANDLER | I | JM KUNTZ 2022 TRUST | D | Control |
| KUNTZ, MONTANA, RAE | I | JM KUNTZ 2022 TRUST | D | Control |
| KUNTZ, MONTANA, RAE | I | JM KUNTZ 2022 TRUST | D | Control |
| KUNTZ, MONTANA, RAE | I | JM KUNTZ 2022 TRUST | D | Control |
| Kuntz, Montana | I | JM KUNTZ 2022 TRUST | D | Control |
| Kuntz, Montana | I | JM KUNTZ 2022 TRUST | D | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (7)
AK AZ CA CO FL TX WA
Address
11512 EL CAMINO REAL STE 350SAN DIEGO, CA 92130
United States
Phone: 858-509-9797