Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group, Inc. is an SEC-registered wealth manager in Santa Barbara, CA with $253.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Pacific Wealth Strategies Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144789, SEC 801-68311, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $253.2M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 3
- Clients
- 197
- CRD
- 144789
- Ownership
- NEIL, ERIN, JANE; BROOKSHIRE, JEFFERY, DANE
How much AUM does Pacific Wealth Strategies Group, Inc. have?
Pacific Wealth Strategies Group, Inc. reported $253.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Pacific Wealth Strategies Group, Inc.?
Disclosed owners and executives of Pacific Wealth Strategies Group, Inc. include NEIL, ERIN, JANE, BROOKSHIRE, JEFFERY, DANE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.