Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
453253157
SEC advisor number
801-80494
FINRA CRD number
159294
AUM ?
$501.86 mm
(as of 12 Apr 24)
Accounts
160
(as of 12 Apr 24)
Employees
7
(5 investment advisory or research)
Address
Pacific Capital Wealth Advisors
1881 CALIFORNIA AVENUE
SUITE 101
CORONA
CA 92881
1881 CALIFORNIA AVENUE
SUITE 101
CORONA
CA 92881
Phone
844-777-8777
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Mar 22
13F-HR
Quarterly holdings report by institutional manager
30 Nov 21