Pacific Wealth Management
Pacific Wealth Management (CRD# 113217) is a financial advisory firm headquartered in San Diego, CA. They manage $269,940,691 in 483 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management270MILLION
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Total Number of Accounts483ACCOUNTS
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Average Account Value$558,883
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, CA, CO, FL, WA
Melanie Blakney (CRD# 6689144) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 7 years of experience in the finance industry.
James Kuntz (CRD# 1038293) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 42 years of experience in the finance industry.
Justin Kuntz (CRD# 5983198) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 12 years of experience in the finance industry.
Michael Lim (CRD# 2486329) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has over 29 years of experience in the finance industry.
John Mayer (CRD# 6905535) 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 (CRD# 6803652) 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.
Isaac Cardoza (CRD# 6804166) is an Investment Advisor Representative working at Pacific Wealth Management in San Diego, CA and has 1 year of experience in the finance industry.