Advisor at Pasadena Private Wealth, LLC
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Firm
Pasadena Private Wealth, LLC
Location
Exeter, CA 93221
Credentials
Series 66
Industry experience
21 years
Bryan Muth is a financial advisor at Pasadena Private Wealth, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including GT Securities, Inc., Pensionmark Securities, LLC, and Bank of America, N.A. Outside of his advisory role, he coaches boys water polo at Exeter Union High School. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm employs a fundamental, model-driven investment approach with a focus on long-term portfolio construction and includes a range of investment vehicles such as ETFs, mutual funds, and alternative strategies.
Based on Pasadena Private Wealth, LLC
Based on Pasadena Private Wealth, LLC
Financial Planning & Consulting: initial flat fee up to $2,500; total flat fee up to $200,000 annually; Retirement Plan Consulting: flat fee basis
$0 - $1,999,999: 1.25% $2,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $14,999,999: 0.75% $15,000,000 - $24,999,999: 0.65% $25,000,000 - $49,999,999: 0.55% $50,000,000 - $99,999,999: 0.45% $100,000,000+: Negotiable
Representatives are registered representatives of GT Securities, Inc. and receive commissions for securities sales, including mutual fund trail fees.
Financial Planning & Consulting: hourly fee up to $800/hour; Retirement Plan Consulting: hourly basis
Account minimum: $2,000,000 Fee-only: Financial Planning & Consulting: hourly up to $800/hour, flat fee up to $200,000 per annum, initial flat fee up to $2,500; Portfolio Monitoring: up to 0.5% annually; Retirement Plan Consulting: hourly, flat fee, or up to 1.00% of plan assets
228 E Pine St
Exeter, CA 93221
California
GT Securities, Inc.
2024 - Present (2 years)
Pensionmark Securities, LLC
2020 - Present (6 years)
Pasadena Private Wealth
2018 - Present (8 years)
Purshe Kaplan Sterling Investments
2018 - 2020 (2 years)
Bank of America,N.A.
2011 - 2018 (7 years)
Merrill
2004 - 2018 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Gilman Harris Travioli Slover Accountancy Corporation
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