Pacific Wealth Management

CRD 113217 · San Diego, CA · $371.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 113217
SEC number: 801-77277
Firm type: RIA
Assets under management: $371.9M as of Apr 1, 2026
Website: www.pacwealth.com ↗
Phone: 858-509-9797
Address: 11512 El Camino Real Ste 350, San Diego, CA, 92130

Advisors at this firm

7 in our index · page 1 of 1

Maryam Pilar AnayaCRD 6082322 · San Diego, CA

IA Registered
Isaac J CardozaCRD 6804166 · San Diego, CA

IA RegisteredRegistration inactive
James Chandler KuntzCRD 1038293 · San Diego, CA

IA RegisteredRegistration inactive
Justin Chandler KuntzCRD 5983198 · San Diego, CA

IA RegisteredRegistration inactive
Michael Leonard LimCRD 2486329 · San Diego, CA

IA RegisteredRegistration inactive
John Philip MayerCRD 6905535 · San Diego, CA

IA RegisteredRegistration inactive
Marjorie Ford SmithCRD 6803652 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 113217 ↗ FINRA BrokerCheck record for firm CRD 113217 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.