Pacific Trust Wealth Management

Pacific Trust Wealth Management (CRD# 147672) is a financial advisory firm headquartered in Pasadena, CA. They manage $1,441,362 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.


Financial Advisors at Pacific Trust Wealth Management
Showing 1 - 1 of 1 top financial advisors.
Mark L. Lechler
CRD#: 5743376
370 E Claremont St., Pasadena, CA 91104

Mark Lechler (CRD# 5743376) is an Investment Advisor Representative working at Pacific Trust Wealth Management in Pasadena, CA and has over 4 years of experience in the finance industry.

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