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Pacific Capital Wealth Advisors, Inc.

● SEC registered since 2014CRD 159294SEC# 801-80494Corona, CA
Export (members)
Reg. AUM
$654.3M
Employees
9
Accounts
577
Location
Corona, CA

Pacific Capital Wealth Advisors, Inc. assets under management

Pacific Capital Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Corona, CA. The firm has been registered since 2014. It reports $654.3 million in regulatory assets under management and employs 9 people.
www.instagram.com/pacificcapitalView on SEC.gov ↗

Pacific Capital Wealth Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Chad T Willardson ControlPresident And Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Pacific Capital Wealth Advisors, Inc. manage?

Pacific Capital Wealth Advisors, Inc. reports $654.3 million in regulatory assets under management on its Form ADV.

How many employees does Pacific Capital Wealth Advisors, Inc. have?

Pacific Capital Wealth Advisors, Inc. reports 9 employees.

Where is Pacific Capital Wealth Advisors, Inc. located?

Pacific Capital Wealth Advisors, Inc. is based in Corona, CA and has been SEC-registered since 2014.

Does Pacific Capital Wealth Advisors, Inc. disclose fund performance?

Pacific Capital Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1861 California Avenue, Suite 101, Corona, CA 92881
Phone844-777-8777
Fax951-547-8501
Office hours3-Aug
SEC regionLos Angeles Regional Office (LARO)
CIK1803523
Discloses disciplinary historyNo

Assets under management

Discretionary$654.3M
Non-discretionary$0
Total (RAUM)$654.3M