PPrivate Fund Data
Log in Join · $37/mo
CompaniesFundsPeopleRankingsScreener
Log in Join · $37/mo

Pacific Portfolio Consulting, LLC

CRD 139505SEC# 801-66277Seattle, WA
Export (members)
No longer SEC-registered. Pacific Portfolio Consulting, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.79B
Employees
22
Accounts
521
Location
Seattle, WA

Pacific Portfolio Consulting, LLC assets under management

Pacific Portfolio Consulting, LLC is an investment advisory firm registered with the SEC based in Seattle, WA. It reports $4.8 billion in regulatory assets under management and employs 22 people.
View on SEC.gov ↗

Pacific Portfolio Consulting, LLC owners & executives

11 reported
NameTitleOwnershipSince
Lawerence Lee Hood ControlPresident10-25%2006
Lisa Ann Cook ControlChief Operating OfficerUnder 5%2020
Pacific Wealth Advisors, LLC ControlMemberOver 75%2006
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Pacific Portfolio Consulting, LLC manage?

Pacific Portfolio Consulting, LLC reports $4.8 billion in regulatory assets under management on its Form ADV.

How many employees does Pacific Portfolio Consulting, LLC have?

Pacific Portfolio Consulting, LLC reports 22 employees.

Where is Pacific Portfolio Consulting, LLC located?

Pacific Portfolio Consulting, LLC is based in Seattle, WA.

Does Pacific Portfolio Consulting, LLC disclose fund performance?

Pacific Portfolio Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address450 Alaskan Way S, Suite 500, Seattle, WA 98104
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$4.79BNo change
Mar '25 — $4.79BApr '25 — $4.79BMay '25 — $4.79BJun '25 — $4.79BJul '25 — $4.79BAug '25 — $4.79BSep '25 — $4.79BOct '25 — $4.79BNov '25 — $4.79BDec '25 — $4.79BJan '26 — $4.79BFeb '26 — $4.79BMar '26 — $4.79BApr '26 — $4.79BMay '26 — $4.79BJun '26 — $4.79B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$4.79Bregulatory AUM
Discretionary $2.34BNon-discretionary $2.45B