# Pacific Trust Wealth Management

> 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.

- CRD: 147672
- Filed as: PACIFIC TRUST WEALTH MANAGEMENT
- Legal name: Esso Ventures, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147672
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-trust-wealth-management-pasadena-ca-147672

## Quick answers

**How is Pacific Trust Wealth Management compensated?**
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.

**Where is Pacific Trust Wealth Management located?**
Pacific Trust Wealth Management's principal office is in Pasadena, CA, according to its Form ADV.

**Is Pacific Trust Wealth Management registered with the SEC or a state?**
Pacific Trust Wealth Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 147672.

**How much does Pacific Trust Wealth Management manage?**
Pacific Trust Wealth Management reports $1,160,956 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Pacific Trust Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3).

**Does Pacific Trust Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,160,956
- Discretionary: $1,160,956
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $1,160,956 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147672

### Websites listed on Form ADV (Item 1.I)
- pacifictrustwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Trust Wealth Management (CRD 147672): Form ADV filing data as of October 2026.