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Pacifica Wealth Advisors, Inc.

CRD 136054SEC# 801-118068
Export (members)
No longer SEC-registered. Pacifica Wealth Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$176.1M
Employees
2
Accounts
208
Location

Pacifica Wealth Advisors, Inc. assets under management

Pacifica Wealth Advisors, Inc. operates as an SEC-registered investment adviser. It reports $176.1 million in regulatory assets under management and employs 2 people.

Pacifica Wealth Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Robert Pagliarini ControlPresident And Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Pacifica Wealth Advisors, Inc. manage?

Pacifica Wealth Advisors, Inc. reports $176.1 million in regulatory assets under management on its Form ADV.

How many employees does Pacifica Wealth Advisors, Inc. have?

Pacifica Wealth Advisors, Inc. reports 2 employees.

Does Pacifica Wealth Advisors, Inc. disclose fund performance?

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

Contact & registration

Office hours9a.m. To 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$171M
Non-discretionary$5.2M
Total (RAUM)$176.1M