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Pacific Wealth Strategies Group, Inc.

CRD 144789  ·  Santa Barbara, CA  ·  $253.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
144789
SEC number
801-68311
Firm type
RIA
Assets under management
$253.2M as of Mar 12, 2026
Website
pwsg.net ↗
Phone
805-966-7775
Address
4141 State Street, Suite B11, Santa Barbara, CA, 93110

Advisors at this firm

3 in our index · page 1 of 1

  • Jeffery Dane BrookshireCRD 2964215 · Santa Barbara, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Graham Stuart GuessCRD 2803700 · Santa Barbara, CA
    IA RegisteredRegistration inactive
  • Erin Jane NeilCRD 2732161 · Santa Barbara, CA
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

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

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