AdvisorOS Directory
Claim Profile
Unclaimed Profile
BW

Benjamin David Wiesenfeld

PACIFIC PRIVATE FUND ADVISORS LLC·NEWPORT BEACH, California
SIE, Series 6TO, Series 26Clean recordPACIFIC PRIVATE FUND ADVISORS LLC
840 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 4953234Firm CRD# 168830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin David Wiesenfeld · NEWPORT BEACH, CA
Registration
CRD #4953234 · PACIFIC PRIVATE FUND ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 26
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PACIFIC PRIVATE FUND ADVISORS LLC
CRD 168830 · SEC 801-78581
AUM
$5.7B
Regulatory assets under management
Employees
13
20 client accounts
Services offered by PACIFIC PRIVATE FUND ADVISORS LLC
Per Form ADV
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PACIFIC PRIVATE FUND ADVISORS LLC →
Introduction

Speak with Benjamin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Benjamin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Benjamin David Wiesenfeld offer?
Benjamin David Wiesenfeld specializes in Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.
What are Benjamin David Wiesenfeld's credentials?
Benjamin David Wiesenfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin David Wiesenfeld located?
Benjamin David Wiesenfeld is based in NEWPORT BEACH, California, working with PACIFIC PRIVATE FUND ADVISORS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Benjamin David Wiesenfeld charge for services?
Benjamin David Wiesenfeld's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC PRIVATE FUND ADVISORS LLC?
PACIFIC PRIVATE FUND ADVISORS LLC has approximately 13 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PACIFIC PRIVATE FUND ADVISORS LLC

Adrian Scott Griggs
NEWPORT BEACH, CA

More Advisors in NEWPORT BEACH, California

Shawn Kim
HOLLENCREST CAPITAL MANAGEMENT, LLC·NEWPORT BEACH, CA
Morgan Robert Christen
SPINNAKER INVESTMENT GROUP, LLC·NEWPORT BEACH, CA
CFPCFA
Brittany Danielle Slater-Gautreau
CLARITY CAPITAL PARTNERS·NEWPORT BEACH, CA
Surya Joshua Kane Metzler
NEWPORT WEALTH ADVISORS, INC.·NEWPORT BEACH, CA
Laine Ryhiner Ainsworth
BEACON POINTE WEALTH ADVISORS, LLC·NEWPORT BEACH, CA
Stephen John Peterson
ELEVATE CAPITAL GROUP, LLC·NEWPORT BEACH, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)MENLO PARK (92)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideIRVINE GuidePASADENA Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile