Pacific Wealth Management
Pacific Wealth Management (CRD# 113217) is a financial advisory firm headquartered in San Diego, CA. They manage $239,029,977 in 422 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management239MILLION
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Total Number of Accounts422ACCOUNTS
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Average Account Value$566,422
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, CO, FL, TX, WA
Melanie Blakney (CRD# 6689144) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 5 years of experience in the finance industry.
James Kuntz (CRD# 1038293) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 40 years of experience in the finance industry.
Justin Kuntz (CRD# 5983198) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 10 years of experience in the finance industry.
Michael Lim (CRD# 2486329) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 27 years of experience in the finance industry.
John Mayer (CRD# 6905535) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 3 years of experience in the finance industry.
Marjorie Smith (CRD# 6803652) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 5 years of experience in the finance industry. Marjorie Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joshua Rendler (CRD# 6964024) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has 1 year of experience in the finance industry.