Pacific Wealth Management, LLC
● SEC registered since 2012CRD 113217SEC# 801-77277San Diego, CA
Reg. AUM
$371.9M
Employees
6
Accounts
529
Location
San Diego, CA
Pacific Wealth Management, LLC assets under management
Pacific Wealth Management, LLC is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2012. It reports $371.9 million in regulatory assets under management and employs 6 people.
Pacific Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jm Kuntz 2022 Trust Control | Member | Over 75% | 2023 |
| Justin Chandler Kuntz Control | Managing Member | Under 5% | 2023 |
| Maryam Pilar Anaya Control | Chief Compliance Officer, Operations Manager | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Pacific Wealth Management, LLC manage?
Pacific Wealth Management, LLC reports $371.9 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Wealth Management, LLC have?
Pacific Wealth Management, LLC reports 6 employees.
Where is Pacific Wealth Management, LLC located?
Pacific Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2012.
Does Pacific Wealth Management, LLC disclose fund performance?
Pacific Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11512 el Camino Real Ste 350, San Diego, CA 92130 |
| Phone | 858-509-9797 |
| Fax | 858-509-9984 |
| Office hours | 6:30 a.m. - 4:00 p.m. M-Th; 6:30 a.m. - 3:00 p.m. F |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$371.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$371.9Mregulatory AUM
Discretionary $364.6MNon-discretionary $7.4M