Pasadena Private Wealth, LLC
Pasadena, CA·SEC-registered · CRD #295178
Pasadena Private Wealth, LLC is an SEC-registered investment advisory firm in Pasadena, CA managing $1.6B across 3.1k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
3.1k
Advisory staff
8
Fee model
Fee-based
How Pasadena Private Wealth, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Pasadena Private Wealth, LLC
How much does Pasadena Private Wealth, LLC manage?
Per its most recent SEC Form ADV filing (05/06/2026), Pasadena Private Wealth, LLC reports $1.6B in regulatory assets under management across roughly 3.1k client accounts.
How does Pasadena Private Wealth, LLC charge?
Pasadena Private Wealth, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pasadena Private Wealth, LLC a fiduciary?
Yes. Pasadena Private Wealth, LLC is registered with the U.S. Securities and Exchange Commission (CRD #295178), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Pasadena Private Wealth, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Pasadena Private Wealth, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Pasadena, CA
Profile compiled from Pasadena Private Wealth, LLC's public SEC Form ADV filing (CRD #295178, filed 05/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pasadena Private Wealth, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Pasadena Private Wealth, LLC? Claim this profile.