Pacific Wealth Management

Pacific Wealth Management (CRD# 113217) is a financial advisory firm headquartered in San Diego, CA. They manage $178,470,529 in 428 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $416,987
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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.

AK, AZ, CA, CO, FL, TX, WA

Financial Advisors at Pacific Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Melanie B. Blakney
CRD#: 6689144
11512 El Camino Real Ste 350, San Diego, CA 92130

Melanie Blakney (CRD# 6689144) 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.

2
James C. Kuntz
CRD#: 1038293
11512 El Camino Real, Suite 350, San Diego, CA 92130

James Kuntz (CRD# 1038293) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 38 years of experience in the finance industry.

3
Justin C. Kuntz
CRD#: 5983198
11512 El Camino Real Ste 350, San Diego, CA 92130

Justin Kuntz (CRD# 5983198) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 8 years of experience in the finance industry.

4
Michael L. Lim
CRD#: 2486329
11512 El Camino Real, Suite 350, San Diego, CA 92130

Michael Lim (CRD# 2486329) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 26 years of experience in the finance industry.

5
John P. Mayer
CRD#: 6905535
11512 El Camino Real Ste 350, San Diego, CA 92130

John Mayer (CRD# 6905535) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 2 years of experience in the finance industry.

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