Pacific Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gig Harbor, WA. Its latest Form ADV filing, dated March 20, 2026, reports $385M in regulatory assets under management, 7 employees, 1 office, and 377 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.8% of total clients.
Top client categories% of clientsClients
1
Individuals
65.8%
248
2
HNWI
32.4%
122
3
Pension Plans
1.3%
5
4
Corporations
0.5%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$385Mas of March 20, 2026
Discretionary100.0%
$385M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$385M
Total Accounts377
10Y AUM Change+$223M (+137.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee54:1
10Y Employee Change-2 (-22.2%)
* 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.