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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
About Pace Wealth Advisors
Pace Wealth Advisors is a Puyallup, WA RIA led by CEO and financial advisor Jacob E. Hall. The firm focuses on retirement-oriented planning using a Discover Evaluate Plan process and its Pace Retirement Guide, integrating tax and wealth planning with an emphasis on financial safety, income, and growth. Portfolios commonly use ETFs and mutual funds, and the firm custodies with SEI.
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Owner & Executives
JACOB E HALL
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #6279465
- Ownership
- 25% but less than 50%
Benjamin G Martin
Entrepreneur
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,330,572 | -- |
| Total | $24,330,572 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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