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PACIFIC TRUST WEALTH MANAGEMENT
ESSO VENTURES, LLC
CRD 147672
370 E CLAREMONT ST., PASADENA, CA, 91104, United States
Phone
415-637-6288
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.2M
Discretionary AUM
$1.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD