# Pacific Portfolio Consulting

Pacific Portfolio Consulting is a Bank / Wealth / Trust based in Seattle, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** www.pacific-portfolio.com
- **LinkedIn:** https://www.linkedin.com/company/pacific-portfolio-consulting

## Regulatory record

- **Reports private funds:** No

## About

Pacific Portfolio Consulting is a wealth manager based in Seattle, US. It manages approximately $4 billion in assets, primarily serving clients in North America.

## Questions

### Who runs Pacific Portfolio Consulting today?

No one operates under the Pacific Portfolio Consulting name. The firm was acquired by Waverly Advisors in March 2024, and its client relationships moved to Waverly's Seattle office. Leadership of the legacy practice now reports within Waverly's corporate structure; Waverly itself is led by CEO Josh Reidinger.

### Does Pacific Portfolio Consulting maintain a separate investment vehicle or fund?

No. Post-acquisition, all assets are managed under Waverly Advisors' SEC registration. There is no separate Pacific Portfolio fund, SPV, or discretionary pool. The brand was effectively retired upon integration.

### How is Pacific Portfolio Consulting related to Waverly Advisors?

Waverly Advisors acquired Pacific Portfolio Consulting in an all-stock transaction announced in March 2024. The deal folded Pacific Portfolio's advisory team and client accounts into Waverly's platform. Waverly is a diversified RIA backed by Wealth Partners Capital Group, and it has completed over fifteen acquisitions since 2021.

### Where are the legacy Pacific Portfolio Consulting clients served from?

Former Pacific Portfolio clients are served from Waverly Advisors' Seattle office, alongside advisors from other Waverly acquisitions in the region. The firm does not list a separate Pacific Portfolio location or dedicated service team.

## Related profiles

- [Pacific Northwest Ballet Foundation](https://altss.com/profile/pacific-northwest-ballet-foundation)
- [Pacific Road Capital Management](https://altss.com/profile/pacific-road-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

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