Wealth Management Firms

Pacific Wealth Management LLC

Company Website

12544 High Bluff Dr. Ste., 440
San Diego, CA 92130

Company Est.:

Sourcebook Data

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Pacific Wealth Management LLC

Assets managed in 2012 (figures in millions)

$221

Number of local portfolio managers or investment advisers

4

Services offered

Asset management, financial planning, assistance in legacy planning and charitable giving process

Executives

Mark Hill

  • Managing Director

James Kuntz

  • Managing Director