| Name | Title | Ownership | Since |
|---|---|---|---|
| Katherine Lisa Kumro Control | Chief Compliance Officer | Under 5% | 2024 |
| Michael Jerome Lickiss Control | Owner | Over 75% | 2024 |
Pacific Wealth Advisory Services LLC reports $98.7 million in regulatory assets under management on its Form ADV.
Pacific Wealth Advisory Services LLC reports 2 employees.
Pacific Wealth Advisory Services LLC is based in Danville, CA and has been SEC-registered since 2024.
Pacific Wealth Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 Oak Court Suite 230, Danville, CA 94526 |
| Phone | 925-838-7566 |
| Fax | N/A |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $98.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $98.7M |