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PACIFIC WEALTH ADVISORY, LLC
CRD 297657
12121 E BROADWAY AVE, BLDG 5A, SPOKANE VALLEY, WA, 99206, United States
Phone
509-413-1764
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.4M
Discretionary AUM
$11.7M
Team
3 total employees; 3 advisory reps; 44 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $11.7M |
| Pension/profit sharing plans | 19 | $9.7M |
All web addresses on file
Official SEC filing: View on IAPD