PACIFIC WEALTH STRATEGIES GROUP, INC.
CRD #144789 SEC #801-68311 SANTA BARBARA, CA 805-966-7775
SEC Registered
Total AUM
$217.7M
Discretionary
$185.9M
Employees
3
Clients
251
Accounts
565
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $217.7M | $185.9M | $31.8M | 3 | 2 |
| Mar 2025 | $217.7M | $185.9M | $31.8M | 3 | 2 |
| Feb 2024 | $177.1M | $153.6M | $23.5M | 3 | 0 |
| Dec 2023 | $131.3M | $115.7M | $15.6M | 3 | 2 |
| Feb 2023 | $131.3M | $115.7M | $15.6M | 3 | 2 |
| Jun 2022 | $137.3M | $123.3M | $13.9M | 3 | 0 |
| Jun 2022 | $137.3M | $123.3M | $13.9M | 3 | 0 |
| Feb 2022 | $337.2M | $319.5M | $17.8M | 7 | 0 |
| Mar 2021 | $267.8M | $259.4M | $8.4M | 7 | 4 |
| Jun 2020 | $214.7M | $211M | $3.7M | 7 | 7 |
| May 2020 | $214.7M | $211M | $3.7M | 7 | 7 |
| May 2020 | $214.7M | $211M | $3.7M | 7 | 7 |
| Feb 2020 | $214.7M | $211M | $3.7M | 7 | 7 |
| Aug 2019 | $171.1M | $168.5M | $2.6M | 7 | 9 |
| Jun 2019 | $171.1M | $168.5M | $2.6M | 8 | 9 |
| Mar 2019 | $171.1M | $168.5M | $2.6M | 9 | 9 |
| Dec 2018 | $173.1M | $170.5M | $2.6M | 9 | 1 |
| Dec 2018 | $173.1M | $170.5M | $2.6M | 9 | 1 |
| Nov 2018 | $173.1M | $170.5M | $2.6M | 10 | 1 |
| Oct 2018 | $173.1M | $170.5M | $2.6M | 12 | 1 |
| Aug 2018 | $173.1M | $170.5M | $2.6M | 10 | 1 |
| Aug 2018 | $173.1M | $170.5M | $2.6M | 10 | 1 |
| Mar 2018 | $173.1M | $170.5M | $2.6M | 11 | 1 |
| Mar 2018 | $173.1M | $170.5M | $2.6M | 11 | 1 |
| Feb 2017 | $196M | $150.7M | $45.3M | 9 | 200 |
| Mar 2016 | $179M | $129.1M | $49.9M | 9 | 200 |
| Mar 2015 | $183.9M | $127.7M | $56.2M | 9 | 200 |
| Mar 2014 | $131.8M | $72.9M | $58.9M | 9 | 200 |
| Mar 2013 | $113M | $67.4M | $45.6M | 6 | 159 |
| Apr 2012 | $100.3M | $38.3M | $61.9M | 6 | 327 |
| Mar 2012 | $100.3M | $38.3M | $61.9M | 6 | 327 |
| Mar 2011 | $65.2M | $65.2M | $0 | 10 | -- |
| Nov 2010 | $25.2M | $25.2M | $0 | 10 | -- |
| Oct 2010 | $25.2M | $25.2M | $0 | 10 | -- |
| Jun 2010 | $25.2M | $25.2M | $0 | 10 | -- |
| Jun 2010 | $25.2M | $25.2M | $0 | 10 | -- |
| Jan 2008 | $25.3M | $25.3M | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$217.7M
Discretionary$185.9M
Non-Disc.$31.8M
Employees3
Clients2
DateMar 2025
Total AUM$217.7M
Discretionary$185.9M
Non-Disc.$31.8M
Employees3
Clients2
DateFeb 2024
Total AUM$177.1M
Discretionary$153.6M
Non-Disc.$23.5M
Employees3
Clients0
DateDec 2023
Total AUM$131.3M
Discretionary$115.7M
Non-Disc.$15.6M
Employees3
Clients2
DateFeb 2023
Total AUM$131.3M
Discretionary$115.7M
Non-Disc.$15.6M
Employees3
Clients2
DateJun 2022
Total AUM$137.3M
Discretionary$123.3M
Non-Disc.$13.9M
Employees3
Clients0
DateJun 2022
Total AUM$137.3M
Discretionary$123.3M
Non-Disc.$13.9M
Employees3
Clients0
DateFeb 2022
Total AUM$337.2M
Discretionary$319.5M
Non-Disc.$17.8M
Employees7
Clients0
DateMar 2021
Total AUM$267.8M
Discretionary$259.4M
Non-Disc.$8.4M
Employees7
Clients4
DateJun 2020
Total AUM$214.7M
Discretionary$211M
Non-Disc.$3.7M
Employees7
Clients7
DateMay 2020
Total AUM$214.7M
Discretionary$211M
Non-Disc.$3.7M
Employees7
Clients7
DateMay 2020
Total AUM$214.7M
Discretionary$211M
Non-Disc.$3.7M
Employees7
Clients7
DateFeb 2020
Total AUM$214.7M
Discretionary$211M
Non-Disc.$3.7M
Employees7
Clients7
DateAug 2019
Total AUM$171.1M
Discretionary$168.5M
Non-Disc.$2.6M
Employees7
Clients9
DateJun 2019
Total AUM$171.1M
Discretionary$168.5M
Non-Disc.$2.6M
Employees8
Clients9
DateMar 2019
Total AUM$171.1M
Discretionary$168.5M
Non-Disc.$2.6M
Employees9
Clients9
DateDec 2018
Total AUM$173.1M
Discretionary$170.5M
Non-Disc.$2.6M
Employees9
Clients1
DateDec 2018
Total AUM$173.1M
Discretionary$170.5M
Non-Disc.$2.6M
Employees9
Clients1
DateNov 2018
Total AUM$173.1M
Discretionary$170.5M
Non-Disc.$2.6M
Employees10
Clients1
DateOct 2018
Total AUM$173.1M
Discretionary$170.5M
Non-Disc.$2.6M
Employees12
Clients1
DateAug 2018
Total AUM$173.1M
Discretionary$170.5M
Non-Disc.$2.6M
Employees10
Clients1
DateAug 2018
Total AUM$173.1M
Discretionary$170.5M
Non-Disc.$2.6M
Employees10
Clients1
DateMar 2018
Total AUM$173.1M
Discretionary$170.5M
Non-Disc.$2.6M
Employees11
Clients1
DateMar 2018
Total AUM$173.1M
Discretionary$170.5M
Non-Disc.$2.6M
Employees11
Clients1
DateFeb 2017
Total AUM$196M
Discretionary$150.7M
Non-Disc.$45.3M
Employees9
Clients200
DateMar 2016
Total AUM$179M
Discretionary$129.1M
Non-Disc.$49.9M
Employees9
Clients200
DateMar 2015
Total AUM$183.9M
Discretionary$127.7M
Non-Disc.$56.2M
Employees9
Clients200
DateMar 2014
Total AUM$131.8M
Discretionary$72.9M
Non-Disc.$58.9M
Employees9
Clients200
DateMar 2013
Total AUM$113M
Discretionary$67.4M
Non-Disc.$45.6M
Employees6
Clients159
DateApr 2012
Total AUM$100.3M
Discretionary$38.3M
Non-Disc.$61.9M
Employees6
Clients327
DateMar 2012
Total AUM$100.3M
Discretionary$38.3M
Non-Disc.$61.9M
Employees6
Clients327
DateMar 2011
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--