Pasadena Private Wealth, LLC

Updated today

Total assets under management

$1,268,875,503

Total clients

376

56% high-net worth

Total advisors

of 18 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$3,374,669

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Initial flat fee for financial planning data gathering up to $2,500; total flat fees up to $200,000 per annum; initial flat fee due at signing; no retainer exceeding $1,200 when services cannot be rendered within 6 months.

Percentage

$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

Commissions

Representatives registered with broker dealer GT Securities, Inc. receive commissions for sales of securities and mutual funds, including trail fees.

Project-based

Up to $800 per hour for financial planning and consulting services.

Other

Account minimum: $2,000,000 in assets under management or a net worth of $25,000,000 (may be waived case-by-case)

Disclosures

Main office location

Pasadena Private Wealth, LLC

2 North Lake Avenue, Suite 520

Pasadena CA 91101, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 626-993-9300

Advisors at this firm

Collin S

Series 63, Series 66

Pasadena, CA

Pasadena Private Wealth, LLC

Collin Saydah is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on connecting clients to the people, plans, and processes that align with their individual ambitions and financial goals. Collin works with clients to address objectives such as funding education, preparing for retirement and potential health care expenses, and developing personalized long-term financial strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. Collin’s approach emphasizes understanding clients’ personal perspectives and priorities to create clear and transparent financial plans aimed at helping them manage their wealth effectively.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management

Charles C

Series 65

Pasadena, CA

Pasadena Private Wealth, LLC

Geert C

Series 65

Los Angeles, CA

Pasadena Private Wealth, LLC

Brad F

Series 63, Series 65

Pasadena, CA

Pasadena Private Wealth, LLC

Ann C

Series 63, Series 65

Pasadena, CA

Pasadena Private Wealth, LLC

Simon R

Series 65, Series 66

Irvine, CA

Pasadena Private Wealth, LLC

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