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- Custodian
- American Funds · Capital Group · Charles Schwab & Company · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-14-2007
- Office Locations
- 1
Office Locations
About Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group is an independent Santa Barbara, CA RIA serving high-net-worth families. The firm provides proactive wealth management and customized financial planning focused on risk mitigation, tax efficiency, investment management, and family legacy planning. Its plan-based “IDEAS” process guides portfolio implementation and ongoing adaptation, and it also designs and administers qualified retirement plans for business owners.
Reported data analysis
What the numbers show
Between March 19, 2025 and March 12, 2026, reported AUM increased 16.3%, from $217.7M to $253.2M.
Across 5 reported observations, AUM increased 84.5% between June 8, 2022 and March 12, 2026, from $137.3M to $253.2M.
Of the latest reported AUM, 88.4% is discretionary and 11.6% is non-discretionary.
The firm reports 3 advisory representatives and 197 clients, or 65.7 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on July 14, 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
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Pacific Wealth Strategies Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFERY DANE BROOKSHIRE
Corporate Secretary, TREASURER, VICE PRESIDENT
- CRD
- #2964215
- Ownership
- 50% but less than 75%
ERIN JANE NEIL
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2732161
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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GRAHAM STUART GUESS
Investment Advisor Representative
- CRD
- #2803700
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,880,440 | $526,778 |
| Non-Discretionary | $29,309,064 | $290,189 |
| Total | $253,189,504 | $481,349 |
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Separately Managed Accounts
SMA allocation detail is available
Pacific Wealth Strategies Group, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pacific Wealth Strategies Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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