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PACIFIC WEALTH STRATEGIES GROUP, INC.
CRD 144789 · SEC 801-68311
4141 STATE STREET, SUITE B11, SANTA BARBARA, CA, 93110, United States
Phone
805-966-7775
Fax
805-966-7736
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$253.2M
Discretionary AUM
$223.9M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $32.6M |
| High net worth individuals | 89 | $194.6M |
| Pension/profit sharing plans | 12 | $25.9M |
| Charitable organizations | 1 | $27K |
| Corporations/business entities | 2 | $134K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD