PACIFIC CAPITAL WEALTH ADVISORS, INC.
Legal name: PACIFIC CAPITAL
CRD #159294 SEC #801-80494 CORONA, CA 844-777-8777
SEC Registered
Total AUM
$654.7M
Discretionary
$654.7M
Employees
9
Clients
101
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $654.7M | $654.7M | $0 | 9 | 343 |
| Apr 2025 | $654.3M | $654.3M | $0 | 9 | 343 |
| Mar 2025 | $668.9M | $668.9M | $0 | 9 | 343 |
| Oct 2024 | $661.2M | $661.2M | $0 | 7 | 2 |
| Sep 2024 | $661.2M | $661.2M | $0 | 7 | 2 |
| Sep 2024 | $661.2M | $661.2M | $0 | 7 | 2 |
| Jul 2024 | $525.9M | $525.9M | $0 | 7 | 2 |
| May 2024 | $525.9M | $525.9M | $0 | 6 | 2 |
| Apr 2024 | $525.9M | $525.9M | $0 | 7 | 2 |
| Apr 2024 | $501.9M | $501.9M | $0 | 7 | 2 |
| Feb 2024 | $501.9M | $501.9M | $0 | 7 | 2 |
| Sep 2023 | $508.8M | $508.8M | $0 | 7 | 4 |
| Sep 2023 | $508.8M | $508.8M | $0 | 7 | 4 |
| Mar 2023 | $525M | $525M | $0 | 7 | 4 |
| Feb 2023 | $525M | $525M | $0 | 7 | 4 |
| Feb 2022 | $386.5M | $386.5M | $0 | 7 | 14 |
| Nov 2021 | $375.3M | $375.3M | $0 | 7 | 8 |
| Aug 2021 | $375.3M | $375.3M | $0 | 6 | 8 |
| Jun 2021 | $213.4M | $213.4M | $0 | 6 | 8 |
| Feb 2021 | $213.4M | $213.4M | $0 | 7 | 8 |
| Aug 2020 | $173.7M | $173.7M | $0 | 7 | 15 |
| Jul 2020 | $173.7M | $173.7M | $0 | 6 | 15 |
| Jun 2020 | $173.7M | $173.7M | $0 | 6 | 15 |
| May 2020 | $185.9M | $185.9M | $0 | 6 | 15 |
| Feb 2020 | $185.9M | $185.9M | $0 | 6 | 15 |
| Dec 2019 | $170.9M | $170.9M | $0 | 6 | 4 |
| Oct 2019 | $170.9M | $170.9M | $0 | 6 | 4 |
| Sep 2019 | $170.9M | $170.9M | $0 | 6 | 4 |
| Jun 2019 | $141.6M | $141.6M | $0 | 5 | 4 |
| Jun 2019 | $141.6M | $141.6M | $0 | 5 | 4 |
| Mar 2019 | $141.6M | $141.6M | $0 | 6 | 4 |
| Mar 2019 | $129.2M | $129.2M | $0 | 6 | 4 |
| Feb 2019 | $129.2M | $129.2M | $0 | 6 | 4 |
| Nov 2018 | $129M | $129M | $0 | 6 | 0 |
| Jul 2018 | $129M | $129M | $0 | 6 | 0 |
| Apr 2018 | $119M | $119M | $0 | 4 | 0 |
| Mar 2018 | $119M | $119M | $0 | 5 | 0 |
| Feb 2018 | $119M | $119M | $0 | 5 | 0 |
| Feb 2018 | $119M | $119M | $0 | 5 | 0 |
| Jan 2018 | $115M | $115M | $0 | 5 | 0 |
| Jan 2018 | $115M | $115M | $0 | 5 | 0 |
| Jan 2018 | $115M | $115M | $0 | 5 | 0 |
| Jan 2018 | $115M | $115M | $0 | 5 | 0 |
| Dec 2017 | $115M | $115M | $0 | 5 | 0 |
| Nov 2017 | $115M | $115M | $0 | 5 | 0 |
| Sep 2017 | $165M | $135M | $30M | 5 | 26 |
| Mar 2017 | $150M | $125M | $25M | 5 | 26 |
| Mar 2017 | $150M | $125M | $25M | 5 | 26 |
| Dec 2016 | $156M | $130M | $26M | 4 | 26 |
| Feb 2016 | $156M | $130M | $26M | 4 | 26 |
| Feb 2015 | $145M | $125M | $20M | 4 | 26 |
| Nov 2014 | $135M | $115M | $20M | 3 | 26 |
| Oct 2014 | $135M | $115M | $20M | 3 | 26 |
| May 2012 | $53.8M | $53.8M | $0 | 1 | 26 |
| Apr 2012 | $53.8M | $53.8M | $0 | 1 | 26 |
| Mar 2012 | $53.8M | $53.8M | $0 | 1 | 26 |
| Feb 2012 | $53.8M | $53.8M | $0 | 1 | 26 |
| Feb 2012 | $53.8M | $53.8M | $0 | 1 | 26 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$654.7M
Discretionary$654.7M
Non-Disc.$0
Employees9
Clients343
DateApr 2025
Total AUM$654.3M
Discretionary$654.3M
Non-Disc.$0
Employees9
Clients343
DateMar 2025
Total AUM$668.9M
Discretionary$668.9M
Non-Disc.$0
Employees9
Clients343
DateOct 2024
Total AUM$661.2M
Discretionary$661.2M
Non-Disc.$0
Employees7
Clients2
DateSep 2024
Total AUM$661.2M
Discretionary$661.2M
Non-Disc.$0
Employees7
Clients2
DateSep 2024
Total AUM$661.2M
Discretionary$661.2M
Non-Disc.$0
Employees7
Clients2
DateJul 2024
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees7
Clients2
DateMay 2024
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees6
Clients2
DateApr 2024
Total AUM$525.9M
Discretionary$525.9M
Non-Disc.$0
Employees7
Clients2
DateApr 2024
Total AUM$501.9M
Discretionary$501.9M
Non-Disc.$0
Employees7
Clients2
DateFeb 2024
Total AUM$501.9M
Discretionary$501.9M
Non-Disc.$0
Employees7
Clients2
DateSep 2023
Total AUM$508.8M
Discretionary$508.8M
Non-Disc.$0
Employees7
Clients4
DateSep 2023
Total AUM$508.8M
Discretionary$508.8M
Non-Disc.$0
Employees7
Clients4
DateMar 2023
Total AUM$525M
Discretionary$525M
Non-Disc.$0
Employees7
Clients4
DateFeb 2023
Total AUM$525M
Discretionary$525M
Non-Disc.$0
Employees7
Clients4
DateFeb 2022
Total AUM$386.5M
Discretionary$386.5M
Non-Disc.$0
Employees7
Clients14
DateNov 2021
Total AUM$375.3M
Discretionary$375.3M
Non-Disc.$0
Employees7
Clients8
DateAug 2021
Total AUM$375.3M
Discretionary$375.3M
Non-Disc.$0
Employees6
Clients8
DateJun 2021
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees6
Clients8
DateFeb 2021
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees7
Clients8
DateAug 2020
Total AUM$173.7M
Discretionary$173.7M
Non-Disc.$0
Employees7
Clients15
DateJul 2020
Total AUM$173.7M
Discretionary$173.7M
Non-Disc.$0
Employees6
Clients15
DateJun 2020
Total AUM$173.7M
Discretionary$173.7M
Non-Disc.$0
Employees6
Clients15
DateMay 2020
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees6
Clients15
DateFeb 2020
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees6
Clients15
DateDec 2019
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees6
Clients4
DateOct 2019
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees6
Clients4
DateSep 2019
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees6
Clients4
DateJun 2019
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees5
Clients4
DateJun 2019
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees5
Clients4
DateMar 2019
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees6
Clients4
DateMar 2019
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees6
Clients4
DateFeb 2019
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees6
Clients4
DateNov 2018
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees6
Clients0
DateJul 2018
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateJan 2018
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$165M
Discretionary$135M
Non-Disc.$30M
Employees5
Clients26
DateMar 2017
Total AUM$150M
Discretionary$125M
Non-Disc.$25M
Employees5
Clients26
DateMar 2017
Total AUM$150M
Discretionary$125M
Non-Disc.$25M
Employees5
Clients26
DateDec 2016
Total AUM$156M
Discretionary$130M
Non-Disc.$26M
Employees4
Clients26
DateFeb 2016
Total AUM$156M
Discretionary$130M
Non-Disc.$26M
Employees4
Clients26
DateFeb 2015
Total AUM$145M
Discretionary$125M
Non-Disc.$20M
Employees4
Clients26
DateNov 2014
Total AUM$135M
Discretionary$115M
Non-Disc.$20M
Employees3
Clients26
DateOct 2014
Total AUM$135M
Discretionary$115M
Non-Disc.$20M
Employees3
Clients26
DateMay 2012
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0