Pacific Asset Management, LLC
Pacific Asset Management, LLC is an SEC-registered wealth manager in Gig Harbor, WA with $384.8M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Pacific Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115157, SEC 801-60894, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $384.8M (2026-06-11)
- Firm type
- Wealth Manager
- Location
- Gig Harbor, WA
- Employees
- 7
- Clients
- 377
- CRD
- 115157
- Ownership
- COX, DONALD, FRANCIS; SCHULTHEIS, WILLIAM, JOSEPH; LUCY, GARY, LEE; MCGINNIS, ERIC, F; COX, BRIAN, WHITFIELD
How much AUM does Pacific Asset Management, LLC have?
Pacific Asset Management, LLC reported $384.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Pacific Asset Management, LLC?
Disclosed owners and executives of Pacific Asset Management, LLC include COX, DONALD, FRANCIS, SCHULTHEIS, WILLIAM, JOSEPH, LUCY, GARY, LEE, MCGINNIS, ERIC, F, COX, BRIAN, WHITFIELD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.