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Pacific Wealth Advisory, LLC

Pacific Wealth Advisory, LLC. CRD 297657

Pacific Wealth Advisory, LLC logo

CRD: 297657

Pacific Wealth Advisory, LLC

Spokane Valley, WA, 99206
5094131764
pacificwealthadvisory.com
$21.4M Total AUM
$11.7M Disc. AUM
-- 3Y CAGR
3 Employees
105 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Newedge Securities
Clients
Retail and Institutional
Platforms
Crest
Established Date
08-17-2018
Office Locations
1

Office Locations

12121 E Broadway AVE Bldg 5A Spokane Valley WA

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.

Team overview

-- AVG AGE
$7.1M AVG AUM / ADVISOR
$204.2K AVG AUM / CLIENT
4.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Vital oak Momentum

Client Personas

Focus atlas

Investment Themes

Matrix Vector Bridge

Investment Vehicles

Vital

Services

Matrix Matrix pathway Vector ember Frontier prime Focus Oak Signal meridian Oak

Technology

Delta

Owner & Executives

Benjamin R Green

Benjamin R Green

Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Advisor

CRD
#6984480
Ownership
75% or more
(740) 501-4856
frontier.beacon@frontiercapital.com
in linkedin.com/in/delta-zenith

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Contacts

Robert Wayne Astin

Robert Wayne Astin

--

CRD
#7888053
(986) 659-3329
oak.foundation@glaciercapital.com
in linkedin.com/in/horizon-eagle
Ryan W Robinson

Ryan W Robinson

Partner

CRD
#7886231
(680) 758-9062
matrix.atlas@beaconcapital.com
in linkedin.com/in/vertex-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $21,437,055

$21.4M Total SMA
Equity - Exchange:
67.7%
Cash:
32.3%
Asset class Assets Assets %
Equity - Exchange $4,795,853,352 67.7%
Cash $2,288,125,012 32.3%
Total $7,083,978,364 100.0%

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