P
CRD: 330888
Pacific Wealth Advisory Services LLC
$96.3M Total AUM
$96.3M Disc. AUM
-- 3Y CAGR
2 Employees
223 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
50 OAK Court Suite 230 Danville CA
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.
Team overview
-- AVG AGE
$96.3M AVG AUM / ADVISOR
$431.8K AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
Michael Jerome Lickiss
Owner
- CRD
- #5135936
- Ownership
- 75% or more
Available
Available
Available
K
Katherine Lisa Kumro
Chief Compliance Officer
- CRD
- #1730228
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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