Pasadena Private Wealth, LLC

CRD 295178 · Pasadena, CA · $1.6B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 295178
SEC number: 801-112999
Firm type: RIA
Assets under management: $1.6B as of May 6, 2026
Website: www.pasadenaprivatewealth.com ↗
Phone: 626-993-9300
Address: 2 North Lake Avenue, Pasadena, CA, 91101

Advisors at this firm

20 in our index · page 1 of 1

Ik Jun ChoiCRD 5855980 · Pasadena, CA

IA RegisteredBroker
Ann ChungCRD 2880319 · Pasadena, CA

IA RegisteredRegistration inactive
Craig Richard ColbathCRD 2484446 · Pasadena, CA

IA RegisteredBroker
Charles Marcus ColemanCRD 5953604 · Pasadena, CA

IA Registered
Geert Marc CrielCRD 7644792 · Los Angeles, CA

IA Registered
Debra C FukawaCRD 2517776 · Pasadena, CA

IA RegisteredBroker
Brad FeldmanCRD 7499672 · Pasadena, CA

IA RegisteredBroker
Simon Matthew HolfordCRD 4249463 · Pasadena, CA

IA RegisteredBroker
Anthony HuntCRD 7657859 · Exeter, CA

IA Registered
Crystal Michelle JamiesonCRD 5109246 · Irvine, CA

IA RegisteredBroker

Disclosure event(s) on record
George Hookano KaluhiokalaniCRD 1424112 · Honolulu, HI

IA RegisteredRegistration inactive
Ji Mi KimCRD 6602328 · Honolulu, HI

IA RegisteredRegistration inactive

Disclosure event(s) on record
Bryan Andrew MuthCRD 4793652 · Exeter, CA

IA RegisteredBroker
Simon Street ReevesCRD 2835991 · Irvine, CA

IA Registered
Shannon Marie RowanCRD 7298092 · Irvine, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Hollyn Mudge SekiguchiCRD 6929041 · Pasadena, CA

IA RegisteredRegistration inactive
Scott Howard ShlecterCRD 4810465 · Beverly Hills, CA

IA Registered
Laura Lynn SmithCRD 3186447 · Pasadena, CA

IA RegisteredBroker
Collin Whitfield SaydahCRD 7595926 · Pasadena, CA

IA RegisteredBroker
Iain Alexander WhyteCRD 4593192 · Pasadena, CA

IA RegisteredBroker

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 295178 ↗ FINRA BrokerCheck record for firm CRD 295178 ↗ 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.