Pacific Wealth Management

Pacific Wealth Management (CRD# 113217) is a financial advisory firm headquartered in San Diego, CA. They manage $169,115,000 in 451 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $374,978
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 - 6 of 6 top financial advisors.
1
Romy M. Brown
CRD#: 2534514
11512 El Camino Real, Suite 350, San Diego, CA 92130
93
Wealthminder
score

Romy Brown (CRD# 2534514) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 18 years of experience in the finance industry.

2
James C. Kuntz
CRD#: 1038293
11512 El Camino Real, Suite 350, San Diego, CA 92130
93
Wealthminder
score

James Kuntz (CRD# 1038293) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 36 years of experience in the finance industry.

3
Justin C. Kuntz
CRD#: 5983198
11512 El Camino Real Ste 350, San Diego, CA 92130
93
Wealthminder
score

Justin Kuntz (CRD# 5983198) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 6 years of experience in the finance industry.

4
Michael L. Lim
CRD#: 2486329
11512 El Camino Real, Suite 350, San Diego, CA 92130
93
Wealthminder
score

Michael Lim (CRD# 2486329) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 23 years of experience in the finance industry.

5
Nicholas D. Castellano
CRD#: 2718649
12544 High Bluff Dr., Suite 440, San Diego, CA 92130
88
Wealthminder
score

Nicholas Castellano (CRD# 2718649) 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.

6
Mark C. Hill
CRD#: 1098052
11512 El Camino Real, Suite 350, San Diego, CA 92130
86
Wealthminder
score

Mark Hill (CRD# 1098052) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 35 years of experience in the finance industry. Mark Hill 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.

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