Pacific Wealth Advisory Services LLC
Pacific Wealth Advisory Services LLC is an SEC-registered mass-market adviser in Danville, CA with $96.3M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Pacific Wealth Advisory Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330888, SEC 801-130327, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $96.3M (2026-02-19)
- Firm type
- Mass-Market Adviser
- Location
- Danville, CA
- Employees
- 2
- Clients
- 223
- CRD
- 330888
- Ownership
- Lickiss, Michael, Jerome; Kumro, Katherine, Lisa
How much AUM does Pacific Wealth Advisory Services LLC have?
Pacific Wealth Advisory Services LLC reported $96.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Pacific Wealth Advisory Services LLC?
Disclosed owners and executives of Pacific Wealth Advisory Services LLC include Lickiss, Michael, Jerome, Kumro, Katherine, Lisa. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.