CRD: 297657
Pacific Wealth Advisory, LLC
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- Custodian
- Charles Schwab & Company ยท Newedge Securities
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-17-2018
- Office Locations
- 1
Office Locations
About Pacific Wealth Advisory, LLC
Pacific Wealth Advisory, LLC is a Washington-registered RIA focused on dentists, physicians, and their practices. The firm provides business cash-flow consulting, tailored wealth management, and retirement plan solutions that integrate workplace plans into the broader financial picture. Portfolios are ETF-centric and the practice custodies with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 54.8% is discretionary and 45.2% is non-discretionary.
The firm reports 3 advisory representatives and 105 clients, or 35 clients per representative. That equates to $204.2K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pacific Wealth Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Benjamin R Green
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor
- CRD
- #6984480
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Robert Wayne Astin
Investment Advisor
- CRD
- #7888053
Ryan W Robinson
Partner
- CRD
- #7886231
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,740,735 | -- |
| Non-Discretionary | $9,696,320 | -- |
| Total | $21,437,055 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pacific Wealth Advisory, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.