| Name | Title | Ownership | Since |
|---|---|---|---|
| Jm Kuntz 2022 Trust Control | Member | Over 75% | 2023 |
| Justin Chandler Kuntz Control | Managing Member | Under 5% | 2023 |
| Maryam Pilar Anaya Control | Chief Compliance Officer | Under 5% | 2025 |
Pacific Wealth Management, LLC reports $317.6 million in regulatory assets under management on its Form ADV.
Pacific Wealth Management, LLC reports 6 employees.
Pacific Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2012.
Pacific Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11512 el Camino Real Ste 350, San Diego, CA 92130 |
| Phone | 858-509-9797 |
| Fax | 858-509-9984 |
| Office hours | 6:30 a.m. - 4:00 p.m. M-Th; 6:30 a.m. - 3:00 p.m. F |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $310.8M |
| Non-discretionary | $6.8M |
| Total (RAUM) | $317.6M |