CRD: 295178
Pasadena Private Wealth, LLC
$1.6B Total AUM
$951.3M Disc. AUM
19.1% 3Y CAGR
19 Employees
524 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Harbor foundation
- Established Date
- 04-27-2018
- Office Locations
- 6
Office Locations
1901 Avenue OF THE Stars LOS Angeles CA
2 North Lake Avenue Suite 520 Pasadena CA
228 E Pine ST Exeter CA
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.
Team overview
49 AVG AGE
$202.6M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
4.1 yrs AVG TENURE
19 Employees
8 Advisory Reps
17 RIA Reps
8yrs Firm Age
Insights
Unlock to see real insight on horizon pioneer atlas.
Unlock to see real insight on pioneer ridge insight.
Full visibility includes strategy notes for foundation legacy.
Unlock to see real insight on north focus unison.
See the complete signal summary connected to harbor prime.
Open the full profile to inspect shifts in delta signal.
Full visibility includes strategy notes for insight quantum fusion.
Premium access reveals conviction themes in zenith eagle quantum.
Asset Classes
Legacy Momentum delta Focus signal Matrix pathway Optima summit Zenith Focus Element Timber Harbor Alpha signal
Client Personas
Atlas horizon Prime
Custodian
North Ember Alpha bridge Focus Ridge Ember pathway
Investment Themes
Peak bridge Alpha summit Fusion catalyst Radial quantum Frontier vital North
Investment Vehicles
Matrix ridge Timber pathway Pioneer delta
Platform
Meridian Focus
Services
Capital quantum Value Foundation Radial focus Summit zenith Signal radial Bridge Eagle catalyst Timber focus Momentum Momentum
Technology
Value
Owner & Executives
S
SIMON MATTHEW HOLFORD
Chief Executive Officer, Managing Partner
- CRD
- #4249463
- Ownership
- 25% but less than 50%
(358) 574-3450
vertex.catalyst@beaconcapital.com
in linkedin.com/in/beacon-wave
Bryan Andrew Muth
Managing Partner
- CRD
- #4793652
- Ownership
- 25% but less than 50%
(685) 955-6740
legacy.element@wavecapital.com
in linkedin.com/in/foundation-prime
V
Vector eagle
Optima radial
- CRD
- #94763
- Ownership
- 7.9%
(629) 811-7799
optima.wave@vectorcapital.com
in linkedin.com/in/ridge-prime
Showing 2 of 6 owners & executives
Unlock allContacts
I
IK JUN CHOI
--
- CRD
- #5855980
(852) 634-1751
value.ember@fusioncapital.com
in linkedin.com/in/beacon-fusion
A
ANN CHUNG
--
- CRD
- #2880319
(460) 693-2034
matrix.timber@eaglecapital.com
in linkedin.com/in/fusion-oak
D
Delta harbor
Delta vital
- CRD
- #41821
(360) 849-7140
alpha.harbor@pioneercapital.com
in linkedin.com/in/vector-radial
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,486,614,750
Public Funds:
8.7% Equity - Exchange:
8.8% Private Funds:
17.1% Cash:
10.7% U.S. Government/Agency:
19.5% Corporate - Investment Grade:
20.5% Derivatives:
4.4% Other:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $762,303,182 | 8.7% |
| Equity - Exchange | $771,065,287 | 8.8% |
| Private Funds | $1,498,320,047 | 17.1% |
| Cash | $937,545,292 | 10.7% |
| U.S. Government/Agency | $1,708,610,580 | 19.5% |
| Corporate - Investment Grade | $1,796,231,635 | 20.5% |
| Derivatives | $385,532,644 | 4.4% |
| Other | $902,496,870 | 10.3% |
| Total | $8,762,105,537 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL DELTA | PEAK PRIME | XMN7BQJER | NDWW | 12.28% | $70,551,724 |
| OPTIMA PRIME | FUSION FUSION | T97JC5WKX | IEKZ | 0.75% | $32,028,854 |
| CATALYST GLACIER DELTA | LEGACY RADIAL | PMYD1LQGY | GQVNU | 3.29% | $70,594,195 |
| PIONEER MOMENTUM | MERIDIAN ALPHA | EXWG51SPN | BZF | 5.81% | $35,216,223 |
| MERIDIAN TIMBER | RIDGE PEAK | ZDRUQODIR | ZQS | 4.87% | $46,149,787 |
| CAPITAL FRONTIER | HORIZON VECTOR | LPZ3PH27V | USU | 8.12% | $25,139,435 |
| CATALYST CREST PRIME | CATALYST INSIGHT | J084SCQV2 | TFK | 8.37% | $117,720,653 |
| INSIGHT ZENITH ELEMENT | EAGLE CATALYST | B9PVRLEV7 | FXNMJ | 2.80% | $28,803,163 |