Alta Pacific Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,039,721
Total clients
32
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$2,032,491
About
Alta Pacific Wealth Management LLC provides discretionary portfolio management to individual and high‑net‑worth clients, delivering ongoing services such as investment strategy, asset allocation, security selection, and regular portfolio monitoring across mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), REITs, non‑U.S. securities and private placements. The firm reports managing approximately $61,244,000 in discretionary assets for a small client base and does not participate in wrap fee programs.
The firm’s investment process combines charting, fundamental, technical, cyclical and quantitative analysis and implements both long‑term and active trading strategies, including short‑term trading, short sales, margin transactions and options trading (covered and uncovered). Accounts are managed in‑house on a discretionary basis, reviewed at least monthly by the firm’s principal, and APWM does not select third‑party managers for client assets.
A few operational features distinguish the firm from many peers: it offers higher‑risk strategies such as short sales, margin and uncovered options and makes private placements part of its investable universe, it does not permit clients to impose values‑based investment restrictions, and it requires custody at its recommended qualified custodian (Charles Schwab) to manage an account. The combination of a small client count with over $61 million in discretionary AUM and no stated account minimum suggests the firm typically manages larger accounts on a one‑on‑one basis.
Client services
Expertise
Fee options
$1 - $249,000: 1.75% $250,000 - $499,000: 1.50% $500,000 - $999,000: 1.25% $1,000,000 - $2,499,000: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000+: Negotiable
Fee-only: Annual fees based on tiered percentage of assets under management as per fee schedule; fees are generally negotiable.
Main office location
Alta Pacific Wealth Management LLC
27201 Puerta Real, Suite 300
Mission Viejo CA 92691, United States
Number of offices
2
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")