P
$68.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-24-2000
- Office Locations
- 1
Office Locations
-- Yorba Linda CA
About Pacific Wealth Care Inc.
Pacific Wealth Care Inc. is a Yorba Linda-based RIA. The firm has been operating for 25 years. Managing $68.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$68.0M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
25.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KATHLEEN CLAIRE HARNEY
Chief Compliance Officer, President
- CRD
- #2586932
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $68,000,000 | -- |
| Total | $68,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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