Pacific Wealth Care Inc.

Pacific Wealth Care Inc. (CRD# 130856) is a financial advisory firm headquartered in , . They manage $13,162,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Wealth Care Inc.
Showing 1 - 1 of 1 top financial advisors.
Kathleen C. Harney
CRD#: 2586932
Yorba Linda, CA

Kathleen Harney (CRD# 2586932) is an Investment Advisor Representative working at Pacific Wealth Care Inc. in Yorba Linda, CA and has over 17 years of experience in the finance industry.

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