Pacifica Wealth Advisors, Inc.

Pacifica Wealth Advisors, Inc. (CRD# 136054) is a financial advisory firm headquartered in Irvine, CA. They manage $161,092,688 in 215 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9870 Research Drive, Irvine, CA 92618
https://www.linkedin.com/in/robertpagliarini/
By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $749,268
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Pacifica Wealth Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert Pagliarini, financial advisor Mission Viejo CA
Robert Pagliarini
CRD#: 2818701
Mission Viejo, CA

Robert Pagliarini (CRD# 2818701) is an Investment Advisor Representative working at Pacifica Wealth Advisors, Inc. in Mission Viejo, CA and has over 27 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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