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PACIFIC CAPITAL WEALTH ADVISORS, INC.
PACIFIC CAPITAL WEALTH ADVISORS, INC.
PACIFIC CAPITAL
CORONA, California
·
1 registered advisor
·
CRD# 159294
SEC# 801-80494
2
844-777-8777
01
Firm Overview
AUM
$661M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PACIFIC CAPITAL WEALTH ADVISORS, INC.
1 registered advisor
Chad T Willardson
CORONA, California
CRD# 4670940
05
Office Locations
CORONA, California
1 advisor
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Data sourced from SEC Form ADV filings. PACIFIC CAPITAL WEALTH ADVISORS, INC. (CRD# 159294) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.