PACIFIC WEALTH MANAGEMENT

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	479	$263.7M
Non-Discretionary	4	$6.2M
Total	483	$269.9M

Clients

Type	Number	RAUM
Individuals	135	$81.6M
HNW Individuals	64	$188.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)CONSULTING
Compensation	% of AUMHourly chargesFixed feesCommissions% OF ASSETS MONITORED
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-77277
SEC ERA File Number	801-77277
SEC CIK Numbers	1852338
SEC CRD Numbers	113217
Legal Entity Identifier	None

Principal Office

11512 EL CAMINO REAL STE 350
SAN DIEGO
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic