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

Clients

251

Accounts

1,843

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 21, 2025
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CHOI, IK, JUN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOI, IK, JUN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOI, IK, JUN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHOI, IK, JUN	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
COLBATH, CRAIG, RICHARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	NA	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	NA	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	NA	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	NA	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	NA	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	NA	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	NA	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	NA	Control
SHUCKEROW, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHUCKEROW, MICHAEL, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHYTE, IAIN, A	I	CHAIRMAN, MANAGING PARTNER	NA	Control
WHYTE, IAIN, A	I	CHAIRMAN, MANAGING PARTNER	NA	Control
WHYTE, IAIN, A	I	CHAIRMAN, MANAGING PARTNER	NA	Control
WHYTE, IAIN, A	I	CHAIRMAN, MANAGING PARTNER	NA	Control
PASADENA PRIVATE WEALTH HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PASADENA PRIVATE WEALTH HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PASADENA PRIVATE WEALTH HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PASADENA PRIVATE WEALTH HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PASADENA PRIVATE WEALTH HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PASADENA PRIVATE WEALTH HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	D	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
HOLFORD, SIMON, MATTHEW	I	CEO, MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
WHYTE, IAIN, ALEXANDER	I	CHAIRMAN, MANAGING PARTNER	C	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
Muth, Bryan, ANDREW	I	MANAGING PARTNER	B	Control
REEVES, SIMON, STREET	I	MANAGING PARTNER	B	Control
REEVES, SIMON, STREET	I	MANAGING PARTNER	B	Control
REEVES, SIMON, STREET	I	MANAGING PARTNER	B	Control
REEVES, SIMON, STREET	I	MANAGING PARTNER	B	Control
REEVES, SIMON, STREET	I	MANAGING PARTNER	B	Control
REEVES, SIMON, STREET	I	MANAGING PARTNER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
SHUCKEROW, MICHAEL, JOSEPH	I	PASADENA PRIVATE WEALTH HOLDINGS, LLC	E	Control
SHUCKEROW, MICHAEL, JOSEPH	I	PASADENA PRIVATE WEALTH HOLDINGS, LLC	E	Control
WHYTE, IAIN, A	I	PASADENA PRIVATE WEALTH HOLDINGS, LLC	D	Control
WHYTE, IAIN, A	I	PASADENA PRIVATE WEALTH HOLDINGS, LLC	D	Control
WHYTE, IAIN, A	I	PASADENA PRIVATE WEALTH HOLDINGS, LLC	D	Control
WHYTE, IAIN, A	I	PASADENA PRIVATE WEALTH HOLDINGS, LLC	D	Control
HOLFORD, SIMON, MATTHEW	I	PASADENA PRIVATE WEALTH HOLDINGS, LLC	C	Control
HOLFORD, SIMON, MATTHEW	I	PASADENA PRIVATE WEALTH HOLDINGS, LLC	C	Control
HOLFORD, SIMON, MATTHEW	I	PASADENA PRIVATE WEALTH HOLDINGS, LLC	C	Control
HOLFORD, SIMON, MATTHEW	I	PASADENA PRIVATE WEALTH HOLDINGS, LLC	C	Control

Registrations

Federal

Mar 21, 2025 REGISTERED

Notice Filings (7)

CA GA HI MA NE OH TX

Address

2 NORTH LAKE AVENUE
SUITE 520
PASADENA, CA 91101
United States

Phone: 626-993-9300