PASADENA PRIVATE WEALTH, LLC
CRD #295178 SEC #801-112999 PASADENA, CA 626-993-9300
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$774.9M
Employees
18
Clients
251
Accounts
1,843
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $774.9M | $494M | 18 | 4 |
| Oct 2024 | $1.2B | $654.9M | $554.2M | 13 | 1 |
| Jun 2024 | $1.2B | $654.9M | $554.2M | 13 | 1 |
| Mar 2024 | $1.2B | $654.9M | $554.2M | 13 | 1 |
| Aug 2023 | $917.2M | $698M | $219.3M | 10 | 0 |
| Apr 2023 | $917.2M | $698M | $219.3M | 10 | 0 |
| Mar 2023 | $917.2M | $698M | $219.3M | 10 | 0 |
| Aug 2022 | $855.1M | $500.9M | $354.1M | 12 | 1 |
| Jul 2022 | $855.1M | $500.9M | $354.1M | 12 | 1 |
| Mar 2022 | $884.8M | $646M | $238.8M | 12 | 1 |
| Jul 2021 | $460.1M | $370.6M | $89.5M | 9 | 0 |
| Jun 2021 | $460.1M | $370.6M | $89.5M | 9 | 0 |
| Mar 2021 | $460.1M | $370.6M | $89.5M | 9 | 0 |
| May 2020 | $380.1M | $309M | $71.1M | 10 | 0 |
| Jan 2020 | $380.1M | $309M | $71.1M | 10 | 0 |
| Dec 2019 | $365M | $303M | $62M | 10 | 0 |
| Nov 2019 | $365M | $303M | $62M | 10 | 0 |
| Nov 2019 | $365M | $303M | $62M | 10 | 0 |
| Oct 2019 | $365M | $303M | $62M | 10 | 0 |
| Oct 2019 | $365M | $303M | $62M | 10 | 0 |
| Oct 2019 | $365M | $303M | $62M | 10 | 0 |
| May 2019 | $349.6M | $265.8M | $83.9M | 10 | 0 |
| Feb 2019 | $349.6M | $265.8M | $83.9M | 10 | 0 |
| Sep 2018 | $298.9M | $256.8M | $42.1M | 7 | 0 |
| Aug 2018 | $298.9M | $256.8M | $42.1M | 7 | 0 |
| May 2018 | $0 | $0 | $0 | 7 | 0 |
| May 2018 | $0 | $0 | $0 | 7 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$1.3B
Discretionary$774.9M
Non-Disc.$494M
Employees18
Clients4
DateOct 2024
Total AUM$1.2B
Discretionary$654.9M
Non-Disc.$554.2M
Employees13
Clients1
DateJun 2024
Total AUM$1.2B
Discretionary$654.9M
Non-Disc.$554.2M
Employees13
Clients1
DateMar 2024
Total AUM$1.2B
Discretionary$654.9M
Non-Disc.$554.2M
Employees13
Clients1
DateAug 2023
Total AUM$917.2M
Discretionary$698M
Non-Disc.$219.3M
Employees10
Clients0
DateApr 2023
Total AUM$917.2M
Discretionary$698M
Non-Disc.$219.3M
Employees10
Clients0
DateMar 2023
Total AUM$917.2M
Discretionary$698M
Non-Disc.$219.3M
Employees10
Clients0
DateAug 2022
Total AUM$855.1M
Discretionary$500.9M
Non-Disc.$354.1M
Employees12
Clients1
DateJul 2022
Total AUM$855.1M
Discretionary$500.9M
Non-Disc.$354.1M
Employees12
Clients1
DateMar 2022
Total AUM$884.8M
Discretionary$646M
Non-Disc.$238.8M
Employees12
Clients1
DateJul 2021
Total AUM$460.1M
Discretionary$370.6M
Non-Disc.$89.5M
Employees9
Clients0
DateJun 2021
Total AUM$460.1M
Discretionary$370.6M
Non-Disc.$89.5M
Employees9
Clients0
DateMar 2021
Total AUM$460.1M
Discretionary$370.6M
Non-Disc.$89.5M
Employees9
Clients0
DateMay 2020
Total AUM$380.1M
Discretionary$309M
Non-Disc.$71.1M
Employees10
Clients0
DateJan 2020
Total AUM$380.1M
Discretionary$309M
Non-Disc.$71.1M
Employees10
Clients0
DateDec 2019
Total AUM$365M
Discretionary$303M
Non-Disc.$62M
Employees10
Clients0
DateNov 2019
Total AUM$365M
Discretionary$303M
Non-Disc.$62M
Employees10
Clients0
DateNov 2019
Total AUM$365M
Discretionary$303M
Non-Disc.$62M
Employees10
Clients0
DateOct 2019
Total AUM$365M
Discretionary$303M
Non-Disc.$62M
Employees10
Clients0
DateOct 2019
Total AUM$365M
Discretionary$303M
Non-Disc.$62M
Employees10
Clients0
DateOct 2019
Total AUM$365M
Discretionary$303M
Non-Disc.$62M
Employees10
Clients0
DateMay 2019
Total AUM$349.6M
Discretionary$265.8M
Non-Disc.$83.9M
Employees10
Clients0
DateFeb 2019
Total AUM$349.6M
Discretionary$265.8M
Non-Disc.$83.9M
Employees10
Clients0
DateSep 2018
Total AUM$298.9M
Discretionary$256.8M
Non-Disc.$42.1M
Employees7
Clients0
DateAug 2018
Total AUM$298.9M
Discretionary$256.8M
Non-Disc.$42.1M
Employees7
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0