# Pacific Wealth Advisory

Pacific Wealth Advisory is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://pacificwealthadvisory.com

## Regulatory record

- **CRD number:** 297657
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297657

## About

PACIFIC WEALTH ADVISORY, LLC is a state-registered investment adviser in SPOKANE VALLEY, WA. The firm manages $21 million in assets, $12 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Where does the wealth managed by Pacific Wealth Advisory originate?

The underlying source of wealth has not been publicly disclosed by the principal or family behind this office. This is typical for discrete single-family offices that hold assets through multi-layered trust and entity structures. Without a regulatory filing or voluntary disclosure, the wealth origin remains a private matter.

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- [Dean Dorton Wealth Management](https://altss.com/profile/dean-dorton-wealth-management-llc)
- [SETTIAN CAPITAL LP](https://altss.com/profile/settian-capital-lp)

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Last updated: 2026-07-06T01:24:22.780Z

Canonical page: https://altss.com/profile/pacific-wealth-advisory-llc

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