Pacific Wealth Advisory Services LLC
● SEC registered since 2024CRD 330888SEC# 801-130327Danville, CA
Reg. AUM
$96.3M
Employees
2
Accounts
532
Location
Danville, CA
Pacific Wealth Advisory Services LLC assets under management
Pacific Wealth Advisory Services LLC is an SEC-registered investment adviser based in Danville, CA. The firm has been registered since 2024. It reports $96.3 million in regulatory assets under management and employs 2 people.
Pacific Wealth Advisory Services LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katherine Lisa Kumro Control | Chief Compliance Officer | Under 5% | 2024 |
| Michael Jerome Lickiss Control | Owner | Over 75% | 2024 |
Frequently asked questions
How much does Pacific Wealth Advisory Services LLC manage?
Pacific Wealth Advisory Services LLC reports $96.3 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Wealth Advisory Services LLC have?
Pacific Wealth Advisory Services LLC reports 2 employees.
Where is Pacific Wealth Advisory Services LLC located?
Pacific Wealth Advisory Services LLC is based in Danville, CA and has been SEC-registered since 2024.
Does Pacific Wealth Advisory Services LLC disclose fund performance?
Pacific Wealth Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Oak Court Suite 230, Danville, CA 94526 |
| Phone | 925-838-7566 |
| Fax | N/A |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$96.3M▼ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$96.3Mregulatory AUM
Discretionary $96.3M