Pakha Investment Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,200,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
35
49% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$377,143
About
Pakha Investment Advisory provides fee-based investment advisory and financial planning services to individual clients and to pension and profit-sharing plans. The firm’s services include discretionary portfolio management, pension consulting and compliance support, publication of a client newsletter, and delivery of educational retirement seminars.
The adviser manages portfolios on a discretionary, custom basis using a tactical allocation approach that may include exchange-listed securities and interests in partnerships that invest in real estate; it may also use cash positions and targeted stock selections to manage sector exposure and dividend potential. For plan clients the firm assists with investment policy statements, investment selection and monitoring, and provides written quarterly reporting and ongoing administration support.
Compared with many solo independent advisers, Pakha’s brochure highlights several uncommon offerings: a free client newsletter, retirement education seminars aimed at 401(k) participants, and dedicated pension-plan formation and consulting services in addition to standard portfolio management. The firm is also dually licensed as an insurance agent and discloses that it may receive separate commissions for insurance sales (a disclosed conflict of interest), and the brochure notes occasional art-related advisory observations beyond typical investment services.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Wealth management
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial planning: $250 (basic), $450 (standard), $950 (advanced), $1,450 (self-employed advanced); Qualified plan formation: $2,500 one-time fee
1.00% annually
$300 per hour
Main office location
Pakha Investment Advisory
1255 W. Colton Ave.
Redlands CA 92374, United States
Number of offices
1
Most active in
Pakha Investment Advisory has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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")