DANVILLE, CACRD 330888Latest ADV February 19, 2026
Pacific Wealth Advisory Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Danville, CA. Its latest Form ADV filing, dated February 19, 2026, reports $96M in regulatory assets under management, 2 employees, and 532 accounts.
Assets Under Management
$96M
Employees
2
Offices
--
Total Clients
223
Primary office
DANVILLE, CA
50 OAK COURT SUITE 230, DANVILLE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.8% of total clients.
Top client categories% of clientsClients
1
Individuals
88.8%
198
2
HNWI
11.2%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$96Mas of February 19, 2026
Discretionary100.0%
$96M
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$96M
Total Accounts532
10Y AUM Change+$96M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee112:1
10Y Employee Change0 (0.0%)
* 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.