This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Tiaa · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-16-2002
- Office Locations
- 1
Office Locations
About Pacific Wealth Management
Pacific Wealth Management is an independent, fiduciary RIA serving high-net-worth individuals and families nationwide, with a strong focus on retirement transitions, tax-aware planning (in coordination with clients’ CPAs), estate/legacy strategies, and executive compensation and concentrated stock planning. The firm pairs comprehensive financial planning with a proprietary Proactive Asset Management approach centered on wealth preservation, objective diversification (traditional and alternative), and active risk management. Custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Maryam Pilar Anaya
Chief Compliance Officer, OPERATIONS MANAGER
- CRD
- #6082322
- Ownership
- Less than 5%
JUSTIN CHANDLER KUNTZ
Managing Director, Managing Member
- CRD
- #5983198
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Isaac J Cardoza
Wealth Advisor
- CRD
- #6804166
JAMES CHANDLER KUNTZ
Founder
- CRD
- #1038293
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,585,836 | $695,774 |
| Non-Discretionary | $7,355,751 | $1,471,150 |
| Total | $371,941,587 | $703,103 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing