CRD: 147672
Pacific Trust Wealth Management
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-14-2014
- Office Locations
- 1
Office Locations
About Pacific Trust Wealth Management
Pacific Trust Wealth Management is an independent RIA in Pasadena, CA providing comprehensive wealth management and investment counseling for private clients, including estate planning and financial planning. Portfolios are customized and may use yield-enhancement strategies such as covered calls and algorithmic equity approaches alongside traditional and alternative exposures. Custodies with Interactive Brokers.
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Owner & Executives
MARK LEONARD LECHLER
Chief Compliance Officer, Managing Member
- CRD
- #5743376
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,160,956 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,160,956 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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