{
  "crd_number": 147672,
  "slug": "pacific-trust-wealth-management-pasadena-ca-147672",
  "primary_business_name": "PACIFIC TRUST WEALTH MANAGEMENT",
  "legal_name": "ESSO VENTURES, LLC",
  "dbas": [],
  "city": "Pasadena",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-02-14",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 1160956.0,
  "raum_discretionary": 1160956.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 1160956.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://pacifictrustwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147672",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "PASADENA",
  "url": "https://advisorcensus.com/firm/pacific-trust-wealth-management-pasadena-ca-147672",
  "display_name": "Pacific Trust Wealth Management",
  "summary": "Pacific Trust Wealth Management is a state-registered investment advisory firm in Pasadena, CA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Pacific Trust Wealth Management (CRD 147672): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Pacific Trust Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pacific Trust Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees."
    },
    {
      "q": "Where is Pacific Trust Wealth Management located?",
      "a": "Pacific Trust Wealth Management's principal office is in Pasadena, CA, according to its Form ADV."
    },
    {
      "q": "Is Pacific Trust Wealth Management registered with the SEC or a state?",
      "a": "Pacific Trust Wealth Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 147672."
    },
    {
      "q": "How much does Pacific Trust Wealth Management manage?",
      "a": "Pacific Trust Wealth Management reports $1,160,956 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Pacific Trust Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (3)."
    },
    {
      "q": "Does Pacific Trust Wealth Management report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147672"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pacific-trust-wealth-management-pasadena-ca-147672.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1160956.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147672",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}