CRD: 330888
Pacific Wealth Advisory Services LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
About Pacific Wealth Advisory Services LLC
Pacific Wealth Advisory Services, LLC is an SEC-registered RIA in Danville, CA providing wealth management/investment management, retirement planning, and risk-tolerance assessment for retail clients. The firm supports a client portal via Altruist and uses Advyzon for client access/reporting.
Reported data analysis
What the numbers show
Between April 30, 2025 and February 19, 2026, reported AUM decreased 2.5%, from $98.7M to $96.3M.
Across 3 reported observations, AUM decreased 5.5% between December 3, 2024 and February 19, 2026, from $101.9M to $96.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 223 clients, or 223 clients per representative. That equates to $431.8K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 19, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Pacific Wealth Advisory Services LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Michael Jerome Lickiss
Owner
- CRD
- #5135936
- Ownership
- 75% or more
Katherine Lisa Kumro
Chief Compliance Officer
- CRD
- #1730228
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,284,457 | $180,986 |
| Non-Discretionary | $0 | -- |
| Total | $96,284,457 | $180,986 |
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Separately Managed Accounts
SMA allocation detail is available
Pacific Wealth Advisory Services LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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