PASADENA, CACRD 295178Latest ADV February 23, 2026
Pasadena Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated February 23, 2026, reports $1.6B in regulatory assets under management, 19 employees, 4 offices, and 2,124 accounts.
Assets Under Management
$1.6B
Employees
19
Offices
4 offices
Total Clients
524
Primary office
PASADENA, CA
2 NORTH LAKE AVENUE, SUITE 520, PASADENA, CA, United States
Top client segmentHNWI represent 48.7% of total clients.
Top client categories% of clientsClients
1
HNWI
48.7%
255
2
Individuals
33.8%
177
3
Pension Plans
11.5%
60
4
Corporations
4.8%
25
5
Pooled Investment Vehicles
1.1%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of February 23, 2026
Discretionary58.7%
$951M
59% of total RAUM58.7%
Non-discretionary41.3%
$669M
41% of total RAUM41.3%
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.
Total AUM$1.6B
Total Accounts2,124
10Y AUM Change+$1.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee28:1
10Y Employee Change+18 (+1800.0%)
* 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.