Pacific Private Wealth Management, LLC

Pacific Private Wealth Management, LLC (CRD# 165746) is a financial advisory firm headquartered in Stockton, CA. They manage $21,733,938 in 68 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $319,617
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Pacific Private Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Manzo-Cardenas
CRD#: 5742461
2155 W. March Lane, Suite 2d, Stockton, CA 95207
93
Wealthminder
score

Jonathan Manzo-Cardenas (CRD# 5742461) is an Investment Advisor Representative working at Pacific Private Wealth Management, LLC in Stockton, CA and has over 6 years of experience in the finance industry.

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