First Pacific Financial, Inc.
● SEC registered since 2016CRD 284736SEC# 801-108251Vancouver, WA
Reg. AUM
$1.93B
Employees
33
Accounts
4,448
Location
Vancouver, WA
First Pacific Financial, Inc. assets under management
First Pacific Financial, Inc. is an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2016. It reports $1.9 billion in regulatory assets under management and employs 33 people.
First Pacific Financial, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Timothy Wishard | Shareholder, Co-Chief Investment Officer & Advisor | Under 5% | 2017 |
| Brandon Merritt Treasure | Shareholder & Co -Chief Investment Officer | Under 5% | 2024 |
| Darren Patrick Farrell | Shareholder | 10-25% | 2017 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does First Pacific Financial, Inc. manage?
First Pacific Financial, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does First Pacific Financial, Inc. have?
First Pacific Financial, Inc. reports 33 employees.
Where is First Pacific Financial, Inc. located?
First Pacific Financial, Inc. is based in Vancouver, WA and has been SEC-registered since 2016.
Does First Pacific Financial, Inc. disclose fund performance?
First Pacific Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 610 Esther Street, Suite 100, Vancouver, WA 98660 |
| Phone | (360) 254-2585 |
| Fax | (360) 254-2726 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1810089 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.93B▲ 51%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$1.93Bregulatory AUM
Discretionary $1.92BNon-discretionary $5.7M