RIA Intelligence

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
TypeOther Private Fund
GAV$34.7M
Investors98
AuditorRSM US LLP
TypeReal Estate Fund
GAV$29.6M
Investors98
AuditorTAIT, WELLER & BAKER, LLP
TypeReal Estate Fund
GAV$19.4M
Investors66
AuditorTAIT, WELLER & BAKER, LLP
TypeOther Private Fund
GAV$8.2M
Investors23
AuditorSPICER JEFFRIES LLP
TypeVenture Capital Fund
GAV$5.2M
Investors42
AuditorTAIT, WELLER & BAKER, LLP
TypePrivate Equity Fund
GAV$1.5M
Investors12
AuditorTAIT, WELLER & BAKER, LLP