# Pacific Crest Financial Advisors, LLC

> Pacific Crest Financial Advisors, LLC is a state-registered investment advisory firm in Everett, WA, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 155774
- Filed as: PACIFIC CREST FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Everett, WA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155774
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-crest-financial-advisors-llc-everett-wa-155774

## Quick answers

**How is Pacific Crest Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Crest Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pacific Crest Financial Advisors, LLC located?**
Pacific Crest Financial Advisors, LLC's principal office is in Everett, WA, according to its Form ADV.

**Is Pacific Crest Financial Advisors, LLC registered with the SEC or a state?**
Pacific Crest Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 155774.

**How much does Pacific Crest Financial Advisors, LLC manage?**
Pacific Crest Financial Advisors, LLC reports $79,806,453 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Pacific Crest Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (25).

**Does Pacific Crest Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155774

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $79,806,453
- Discretionary: $79,806,453
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $17,842,967 |
| High net worth individuals | 25 | $61,963,486 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (15 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pacificcrestfa.com
- LinkedIn @pacific-crest-financial-advisors-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Crest Financial Advisors, LLC (CRD 155774): Form ADV filing data as of October 2026.