$21.8M Total AUM
$21.8M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท First Hawaiian Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-06-2021
- Office Locations
- 1
Office Locations
-- Honolulu HI
About Pacific Wealth Partners, LLC
Pacific Wealth Partners, LLC is a Honolulu-based independent RIA providing investment management alongside retirement, tax, estate, and broader financial planning. The firm emphasizes unbiased, easy-to-understand recommendations and hands-on implementation support, with custody that includes Charles Schwab.
Team overview
-- AVG AGE
$21.8M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Element vital Catalyst Ember atlas Frontier prime Insight Catalyst crest
Client Personas
Meridian
Custodian
Vital Signal Vital Meridian North eagle
Investment Themes
Glacier Timber momentum Glacier north
Investment Vehicles
Vector Delta foundation
Services
Capital Element Vital vertex Pathway north Focus zenith Insight delta Peak signal Ridge Optima Meridian optima Radial
Owner & Executives
TAFITI FOTUOTAMA USO
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5532009
- Ownership
- 75% or more
(521) 910-1803
delta.atlas@optimacapital.com
in linkedin.com/in/frontier-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,845,781 | $713,178 |
| Non-Discretionary | $0 | -- |
| Total | $21,845,781 | $713,178 |
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Separately Managed Accounts
Total SMA Asset: $21,845,781
Public Funds:
57.5% Cash:
42.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,659,359,347 | 57.5% |
| Cash | $2,704,743,865 | 42.5% |
| Total | $6,364,103,212 | 100.0% |