Pacific Capital Wealth Advisors, Inc.
● SEC registered since 2014CRD 159294SEC# 801-80494Corona, CA
Reg. AUM
$668.6M
Employees
9
Accounts
309
Location
Corona, CA
Pacific Capital Wealth Advisors, Inc. assets under management
Pacific Capital Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Corona, CA. The firm has been registered since 2014. It reports $668.6 million in regulatory assets under management and employs 9 people.
Pacific Capital Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aurielle Nichole West Control | Chief Compliance Officer | Under 5% | 2025 |
| Chad T Willardson Control | President | Over 75% | 2011 |
Frequently asked questions
How much does Pacific Capital Wealth Advisors, Inc. manage?
Pacific Capital Wealth Advisors, Inc. reports $668.6 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Capital Wealth Advisors, Inc. have?
Pacific Capital Wealth Advisors, Inc. reports 9 employees.
Where is Pacific Capital Wealth Advisors, Inc. located?
Pacific Capital Wealth Advisors, Inc. is based in Corona, CA and has been SEC-registered since 2014.
Does Pacific Capital Wealth Advisors, Inc. disclose fund performance?
Pacific Capital Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1861 California Avenue, Suite 101, Corona, CA 92881 |
| Phone | 844-777-8777 |
| Fax | 951-547-8501 |
| Office hours | 8-3 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1803523 |
| Discloses disciplinary history | No |
Regulatory AUM
$668.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$668.6Mregulatory AUM
Discretionary $668.6M