Pacific Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,845,781
Clients
8
63% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$2,730,723
About
The firm provides comprehensive portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, and business entities. It offers discretionary asset management, financial planning consultations, and can facilitate access to third‑party money managers and a range of public and private securities.
The firm typically builds diversified portfolios using fundamental and qualitative analysis and an asset‑allocation framework that can include equities, fixed income, options, and both long‑ and short‑term holdings. Portfolios are monitored and rebalanced regularly, and the adviser may place client cash in conservative vehicles such as money‑market funds or CDs while coordinating with third‑party managers where appropriate.
Compared with many peers, the firm manages a modest number of client relationships relative to its assets under management, which suggests a small, concentrated client roster and a high level of advisor involvement per account. The firm’s principal also maintains an affiliation with an insurance/annuity firm, devoting a small, disclosed amount of time to that business and receiving a percentage‑based compensation from it — a relationship the brochure discloses as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Wealth management
Fee options
$0 - $400,000.00: 1.25% $400,000.01 - $1,000,000.00: 0.7% $1,000,000.01 - $3,000,000.00: 0.5% $3,000,000.01+: 0.4%
Fee-only: Advisory fees charged as percentage of assets under management on tiered basis, billed monthly in arrears; fees are negotiable; no commissions charged.
Main office location
Pacific Wealth Partners, LLC
Honolulu HI, United States
Number of offices
1
Most active in
Pacific Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Hawaii
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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