Pacific Wealth Management
Financial Services • 
San Diego, California, United States • 11-20 Employees
Company overview
| Headquarters | 11512 El Camino Real, Suite 350, San Diego, CA 92130, US |
| Phone number | +18585099797 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Comprehensive Financial Planning, Wealth Preservation, Wealth Management, Life, Retirement Planning, Small Business Planning, Divorce Financial Planning, Disability And Long Term Care Insurance, Proactive Asset Management, Post-Divorce Financial Planning, Stock Plan Management |
| Founded | 1998 |
| Employees | 11-20 |
| Socials |
Key Contacts at Pacific Wealth Management
Justin Kuntz
Managing Director, Wealth Advisor
J.P. Mayer
Director Of Research / Wealth Planner
Pacific Wealth Management Email Formats
Pacific Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@pacwealth.com), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@pacwealth.com | 70% |
{first initial}{last name} | jdoe@pacwealth.com | 30% |
About Pacific Wealth Management
Pacific Wealth Management is an independent firm specializing in comprehensive financial planning and asset preservation and growth strategies for high-net worth individuals. The Del Mar, CA boutique firm manages approximately $310 million in assets for clients throughout Southern California and around the world while delivering top notch, customized, personal service. PWM has developed Proactive Asset Management, a proprietary wealth management strategy, designed to continuously evaluate risks and actively manage client assets accordingly. All asset classes are considered, unlike traditional Wall Street firms whose focus is primarily on stocks and bonds. Clients benefit from broad, independent objective research and have successfully preserved and increased wealth, even in the most challenging market conditions. For more information about Pacific Wealth Management, please visit www.pacwealth.com
Pacific Wealth Management revenue & valuation
| Annual revenue | $5,000,000 |
| Revenue per employee | $455,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Pacific Wealth Management has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Pacific Wealth Management has never raised funding before.
Pacific Wealth Management Tech Stack
Discover the technologies and tools that power Pacific Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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CDN
JavaScript libraries
Marketing automation
Security
Appointment scheduling
Analytics
Analytics
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