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).
Total Assets Under Management22MILLION
Total Number of Accounts68ACCOUNTS
Average Account Value$319,617
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jonathan Manzo-Cardenas (CRD# 5742461) is an Investment Advisor Representative working at Pacific Private Wealth Management, LLC in Stockton, CA and has over 5 years of experience in the finance industry.