# Pacific Wealth Advisory Services LLC

> Pacific Wealth Advisory Services LLC is an SEC-registered investment advisory firm in Danville, CA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 330888
- Filed as: PACIFIC WEALTH ADVISORY SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Danville, CA
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330888
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-wealth-advisory-services-llc-danville-ca-330888

## Quick answers

**How is Pacific Wealth Advisory Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pacific Wealth Advisory Services LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Pacific Wealth Advisory Services LLC charge?**
Its Form ADV Part 2A brochure dated February 19, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pacific Wealth Advisory Services LLC located?**
Pacific Wealth Advisory Services LLC's principal office is in Danville, CA, according to its Form ADV.

**Is Pacific Wealth Advisory Services LLC registered with the SEC or a state?**
Pacific Wealth Advisory Services LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330888.

**How much does Pacific Wealth Advisory Services LLC manage?**
Pacific Wealth Advisory Services LLC reports $96,284,457 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary).

**How have Pacific Wealth Advisory Services LLC's assets and staff changed since 2024?**
In the Form ADV data for Pacific Wealth Advisory Services LLC: Regulatory assets under management: $101,886,856 in the October 2024 data and $96,284,457 in the October 2026 data, down 5%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pacific Wealth Advisory Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (198); high net worth individuals (25).

**Which custodians does Pacific Wealth Advisory Services LLC use?**
Pacific Wealth Advisory Services LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Pacific Wealth Advisory Services LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.H(1)(c) (regulator's civil action dismissed under a settlement) and 11.H(2) (pending civil proceeding). 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 SEC record: https://adviserinfo.sec.gov/firm/summary/330888

**Does Pacific Wealth Advisory Services LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 19, 2026 says: "There is no account minimum for any of PWASL’s services."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Total Assets Under Management Annual Fees All Assets Up to 1.00%

- Account minimum: None

> There is no account minimum for any of PWASL’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $96,284,457
- Discretionary: $96,284,457
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 198 | $48,999,956 |
| High net worth individuals | 25 | $47,284,501 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(c): Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

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 SEC record: https://adviserinfo.sec.gov/firm/summary/330888

### Websites listed on Form ADV (Item 1.I)
- pacificwealthadvisory.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $101,886,856 | 2 | September 25, 2024 |
| October 2025 | $98,705,617 | 2 | April 30, 2025 |
| October 2026 | $96,284,457 | 2 | February 19, 2026 |

Regulatory assets under management: $101,886,856 in the October 2024 data and $96,284,457 in the October 2026 data, down 5%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Wealth Advisory Services LLC (CRD 330888): Form ADV filing data as of October 2026.