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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kumro, Katherine, Lisa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
| Lickiss, Michael, Jerome | I | OWNER | E | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (4)
AZ CA ID TX
Address
50 OAK COURT SUITE 230DANVILLE, CA 94526
United States
Phone: 925-838-7566