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).

Current Firm Details
11512 El Camino Real Ste 350, San Diego, CA 92130
http://www.pacwealth.com
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 Blakney, financial advisor San Diego CA
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 Kuntz, financial advisor San Diego CA
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 Kuntz, financial advisor San Diego CA
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 Lim, financial advisor San Diego CA
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 Mayer, financial advisor San Diego CA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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