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).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $302,198
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.

AZ, CA, TX

Financial Advisors at Pacific Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas D. Castellano
CRD#: 2718649
12544 High Bluff Dr., Suite 440, San Diego, CA 92130
90
Wealthminder
score

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.

2
Justin C. Kuntz
CRD#: 5983198
12544 High Bluff Dr., Suite 440, San Diego, CA 92130
90
Wealthminder
score

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.

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