Pacific Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,845,781
Total clients
8
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$2,730,723
About
The firm provides comprehensive portfolio management, financial planning and consulting to individuals (including high‑net‑worth clients), as well as trusts, estates, and business entities. It also assists clients in selecting and monitoring third‑party money managers and implements portfolios that may include individual stocks, bonds, ETFs, options and other public and private securities.
Investment decisions are informed by a mix of fundamental and qualitative analysis and implemented through asset‑allocation approaches ranging from strategic to tactical and core‑satellite, with both long‑ and short‑term holdings as appropriate. The firm conducts ongoing monitoring and rebalancing and performs initial and periodic due diligence on sub‑advisors when third‑party managers are used.
Compared with many peers, the adviser operates as a solo practice with a very small client roster but manages nearly $19 million in regulatory AUM, implying relatively large account sizes and a focus on fewer, larger relationships. The principal discloses an outside business activity providing insurance and annuity assessment services (about three hours monthly) and receives a portion of compensation from that activity, and the firm regularly recommends Schwab as custodian while conducting due diligence on recommended managers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $400,000: 1.25% $400,000 - $1,000,000: 0.7% $1,000,000 - $3,000,000: 0.5% $3,000,000+: 0.4%
Main office location
Pacific Wealth Partners, LLC
Honolulu HI, United States
Number of offices
1
Most active in
Pacific Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Hawaii
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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