Pacific Wealth Management
Pacific Wealth Management (CRD# 113217) is a financial advisory firm headquartered in San Diego, CA. They manage $145,055,000 in 480 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management145MILLION
Total Number of Accounts480ACCOUNTS
Average Account Value$302,198
- 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)
AZ, CA, TX
Nicholas Castellano (CRD# 2718649) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has 1 year 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 4 years of experience in the finance industry.