PACIFIC WEALTH MANAGEMENT, LLC

PACIFIC WEALTH MANAGEMENT
SAN DIEGO, California·4 registered advisors·CRD# 113217
SEC# 801-772770858-509-9797
01

Firm Overview

AUM
$270M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: % OF ASSETS MONITORED
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PACIFIC WEALTH MANAGEMENT, LLC

4 registered advisors
James Chandler Kuntz
SAN DIEGO, California
Justin Chandler Kuntz
SAN DIEGO, California
CFP
Mark Christopher Hill
SAN DIEGO, California
CFP
Melanie Bianca Blakney
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PACIFIC WEALTH MANAGEMENT, LLC (CRD# 113217) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.