Personal Financial Management is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Coronado, CA. Its latest Form ADV filing, dated April 30, 2025, reports $505M in regulatory assets under management, 2 employees, and 299 accounts.
Assets Under Management
$505M
Employees
2
Offices
--
Total Clients
101
Primary office
CORONADO, CA
1001 B AVENUE, SUITE 307, CORONADO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.5% of total clients.
Top client categories% of clientsClients
1
HNWI
52.5%
53
2
Individuals
47.5%
48
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$505Mas of April 30, 2025
Discretionary71.1%
$359M
71% of total RAUM71.1%
Non-discretionary28.9%
$146M
29% of total RAUM28.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$505M
Total Accounts299
10Y AUM Change+$110M (+27.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee51:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.