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Firm profile

Pacific Financial Advisors

BELLEVUE, WACRD 154160Registration Status: ApprovedEffective since June 8, 2026Latest ADV June 26, 2026

Pacific Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated June 26, 2026, reports $110M in regulatory assets under management, 6 employees, 1 office, and 184 accounts.

Assets Under Management
$110M
Employees
6
Offices
1 office
Total Clients
184
Primary office
BELLEVUE, WA
11400 SE 8TH AV SE, SUITE 460, BELLEVUE, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORoss S. Wolf

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.9% of total clients.
Top client categories% of clientsClients
1
Individuals
73.9%
136
2
HNWI
26.1%
48

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$110Mas of June 26, 2026
Discretionary100.0%
$110M
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.

Total AUM$110M
Total Accounts184
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee31:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.