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PASADENA PRIVATE WEALTH, LLC
CRD 295178 · SEC 801-112999
2 NORTH LAKE AVENUE, SUITE 520, PASADENA, CA, 91101, United States
Phone
626-993-9300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.62B
Discretionary AUM
$951.3M
Team
19 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $143.4M |
| High net worth individuals | 255 | $1.01B |
| Investment companies | 1 | $2.7M |
| Pooled investment vehicles | 6 | $131.3M |
| Pension/profit sharing plans | 60 | $309.6M |
| Corporations/business entities | 25 | $24.7M |
States served
CA, GA, NE, NY, OH, TX, HI
All web addresses on file
Official SEC filing: View on IAPD