Pacific Wealth Management

Pacific Wealth Management (CRD# 113217) is a financial advisory firm headquartered in San Diego, CA. They manage $239,029,977 in 422 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $566,422
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 - 7 of 7 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 5 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 40 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 10 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 27 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 3 years of experience in the finance industry.

6
Marjorie F. Smith
CRD#: 6803652
11512 El Camino Real Ste 350, San Diego, CA 92130

Marjorie Smith (CRD# 6803652) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 5 years of experience in the finance industry. Marjorie Smith 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.

7
Joshua A. Rendler
CRD#: 6964024
11512 El Camino Real Ste 350, San Diego, CA 92130

Joshua Rendler (CRD# 6964024) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has 1 year of experience in the finance industry.

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