# Pacific Wealth Advisors

> Pacific Wealth Advisors is a state-registered investment advisory firm in Los Gatos, CA, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated January 18, 2026.

- CRD: 146267
- Filed as: PACIFIC WEALTH ADVISORS
- Legal name: Pacific Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Gatos, CA
- Filing period: October 2026
- Form ADV filing dated: January 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146267
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-wealth-advisors-los-gatos-ca-146267

## Quick answers

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

**Where is Pacific Wealth Advisors located?**
Pacific Wealth Advisors' principal office is in Los Gatos, CA, according to its Form ADV.

**Is Pacific Wealth Advisors registered with the SEC or a state?**
Pacific Wealth Advisors is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146267.

**Does Pacific Wealth Advisors 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/146267

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Wealth Advisors (CRD 146267): Form ADV filing data as of October 2026.