FIDUCIA WEALTH MANAGEMENT
Pasadena, CA
AUM
$25.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-395-7770
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
79 advisers found
WEALTHARCH INVESTMENT SERVICES, LLC
Pasadena, CA
AUM
$23.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
626-888-2314
MARIPOSA CAPITAL MANAGEMENT, LLC
Pasadena, CA
AUM
$22.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
323-393-0250
CORRIGIT CAPITAL GROUP
Pasadena, CA
AUM
$21.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
626-240-4600
OAKGROWTH WEALTH MANAGEMENT LLC
Pasadena, CA
AUM
$18.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
626-585-8880
STERLING FINANCIAL GROUP, INC.
Pasadena, CA
AUM
$16.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(626) 440-9192
M3 ASSET MANAGEMENT, INC.
Pasadena, CA
AUM
$15.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
213-675-1843
GLOBALINK WEALTH MANAGEMENT, LLC
Pasadena, CA
AUM
$12.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
626-964-5966
KELMAR CAPITAL MANAGEMENT, LLC
Pasadena, CA
AUM
$8.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
626-577-4700
TSAI WEALTH MANAGEMENT
Pasadena, CA
AUM
$6.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
626-709-6556
VERA WEALTH LLC
Pasadena, CA
AUM
$4.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(626) 219-0288
FIRMO INVESTMENT CONSULTING SERVICES
Pasadena, CA
AUM
$3.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
310-807-7000
PACIFIC TRUST WEALTH MANAGEMENT
Pasadena, CA
AUM
$1.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-637-6288
ONWARD ADVISORS LLC
Pasadena, CA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(213) 688-8000
RAVEN WEALTH ADVISORS
Pasadena, CA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(213) 433-5650
SAGE INVESTMENT GROUP
Pasadena, CA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
626-421-7685
SCOUT WEALTH ADVISORS LLC
Pasadena, CA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-839-9100
THREE-SIXTY HEALTH VENTURE PARTNERS, LLC
Pasadena, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
626-229-0360
WEALTH MANAGERS, INC.
Pasadena, CA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(800) 531-5194