CRD: 295178
Pasadena Private Wealth, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-27-2018
- Office Locations
- 10
Office Locations
About Pasadena Private Wealth, LLC
Pasadena Private Wealth is an independent fiduciary RIA offering a personalized multifamily-office approach for high net worth families, business owners, entrepreneurs, and C-suite executives. The team advises across the full balance sheet—portfolio management plus real estate, lending/credit, retirement plans, business sale and legacy planning, insurance, trusts, and philanthropic giving. Investment access blends best-in-class managers with direct institutional real estate, private loans, and private equity; custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between March 21, 2025 and July 21, 2026, reported AUM increased 27.7%, from $1.3B to $1.6B.
Across 5 reported observations, AUM increased 89.5% between August 29, 2022 and July 21, 2026, from $855.1M to $1.6B.
Of the latest reported AUM, 58.7% is discretionary and 41.3% is non-discretionary.
The firm reports 8 advisory representatives and 524 clients, or 65.5 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 10 reported office locations and 8 years in operation. The source data was last updated on July 21, 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pasadena Private Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SIMON MATTHEW HOLFORD
Chief Executive Officer, Managing Partner
- CRD
- #4249463
- Ownership
- 25% but less than 50%
Bryan Andrew Muth
Managing Partner
- CRD
- #4793652
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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IK JUN CHOI
Director of Operations, Financial Planner
- CRD
- #5855980
Mike Choi
Director of Operations, Financial Planner
- CRD
- --
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $951,263,030 | $806,155 |
| Non-Discretionary | $669,357,656 | $709,065 |
| Total | $1,620,620,686 | $763,004 |
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Separately Managed Accounts
SMA allocation detail is available
Pasadena Private Wealth, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pasadena Private Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.