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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 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 |
|---|---|---|---|---|
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| BROOKSHIRE, JEFFERY, DANE | I | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | VICE PRESIDENT, CORPORATE SECRETARY & TREASURER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| NEIL, ERIN, JANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (1)
CA
Address
4141 STATE STREET, SUITE B11SANTA BARBARA, CA 93110
United States
Phone: 805-966-7775