SANTA BARBARA, CACRD 144789Latest ADV March 12, 2026
Pacific Wealth Strategies Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated March 12, 2026, reports $253M in regulatory assets under management, 3 employees, and 526 accounts.
Assets Under Management
$253M
Employees
3
Offices
--
Total Clients
197
Primary office
SANTA BARBARA, CA
4141 STATE STREET, SUITE B11, SANTA BARBARA, CA, United States
Top client segmentIndividuals represent 47.2% of total clients.
Top client categories% of clientsClients
1
Individuals
47.2%
93
2
HNWI
45.2%
89
3
Pension Plans
6.1%
12
4
Corporations
1.0%
2
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 12, 2026
Discretionary88.4%
$224M
88% of total RAUM88.4%
Non-discretionary11.6%
$29M
12% of total RAUM11.6%
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$253M
Total Accounts526
10Y AUM Change+$57M (+29.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee66:1
10Y Employee Change-6 (-66.7%)
* 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.