Pacifica Wealth Advisors, Inc.
CRD 136054SEC# 801-118068
No longer SEC-registered. Pacifica Wealth Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$176.1M
Employees
2
Accounts
208
Location
—
Pacifica Wealth Advisors, Inc. assets under management
Pacifica Wealth Advisors, Inc. operates as an SEC-registered investment adviser. It reports $176.1 million in regulatory assets under management and employs 2 people.
Pacifica Wealth Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Pagliarini Control | President And Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Pacifica Wealth Advisors, Inc. manage?
Pacifica Wealth Advisors, Inc. reports $176.1 million in regulatory assets under management on its Form ADV.
How many employees does Pacifica Wealth Advisors, Inc. have?
Pacifica Wealth Advisors, Inc. reports 2 employees.
Does Pacifica Wealth Advisors, Inc. disclose fund performance?
Pacifica Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9a.m. To 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$176.1MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$176.1Mregulatory AUM
Discretionary $171MNon-discretionary $5.2M