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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-21-2012
- Office Locations
- 1
Office Locations
About Pasco Advisors, LLC
Pasco Advisors, LLC is a full-service advisory firm serving individuals and small businesses with financial planning and retirement-focused guidance. The practice emphasizes informed decision-making and risk management through asset allocation, with reported SMA portfolios primarily implemented using ETFs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 422 clients, or 211 clients per representative. That equates to $91.4K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 1, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pasco Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD WILLIAM VILLENEUVE
Advisor, President
- CRD
- #5717896
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Richard Daniel Villeneuve
--
- CRD
- #8080928
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,573,403 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,573,403 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pasco Advisors, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.