PACIFIC WEALTH ADVISORY SERVICES LLC
CRD #330888 SEC #801-130327 DANVILLE, CA 925-838-7566
SEC Registered
Total AUM
$98.7M
Discretionary
$98.7M
Employees
2
Clients
--
Accounts
508
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $98.7M | $98.7M | $0 | 2 | 0 |
| Mar 2025 | $98.7M | $98.7M | $0 | 2 | 0 |
| Mar 2025 | $98.7M | $98.7M | $0 | 2 | 0 |
| Jan 2025 | $101.9M | $101.9M | $0 | 2 | 0 |
| Dec 2024 | $101.9M | $101.9M | $0 | 2 | 0 |
| Oct 2024 | $101.9M | $101.9M | $0 | 2 | 0 |
| Sep 2024 | $101.9M | $101.9M | $0 | 2 | 0 |
| Sep 2024 | $101.9M | $101.9M | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
| May 2024 | $0 | $0 | $0 | 2 | 0 |
| Apr 2024 | $0 | $0 | $0 | 2 | 0 |
| Apr 2024 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0