# Pacifica Wealth Advisors

Pacifica Wealth Advisors is a Bank / Wealth / Trust based in Irvine, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Irvine, CA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** pacificawealth.com

## Regulatory record

- **Reports private funds:** No

## About

Pacifica Wealth Advisors was founded in 2006 and is based in Irvine, California. The firm registered as an investment advisor with the SEC, operating under a standard RIA structure rather than as a single-family or multi-family office. It provides wealth management, financial planning, and discretionary portfolio management to individuals, with a stated focus on high-net-worth clients. Principal ownership and governance details remain undisclosed in public records, consistent with the privacy practices of many sub-$500M advisory practices in Orange County. The firm constructs client portfolios across traditional asset classes including equities, fixed income, mutual funds, and exchange-traded funds. No direct investments, co-investments, or private-market participations have been disclosed. The geographic footprint focuses on Southern California, with Irvine as the sole operational hub. Pacifica does not publish total regulatory assets under management, headcount, or team biographies. The firm maintains a minimal public profile — no LinkedIn company page was available as of mid-2025, and its website has not been captured in structured datasets used for institutional allocator research. Without disclosed team size or AUM, scale inference is limited. No adjacent entities, philanthropic foundations, or club affiliations have been identified. The structural differentiator here is straightforward: Pacifica remains a classic, locally focused RIA that has avoided institutionalization. It has not built a branded investment platform, does not participate in GP/LP fund structures, and does not appear to pursue institutional capital. This privacy-first posture sets it apart from the aggregator-backed roll-ups and national-brand wealth managers that dominate the Orange County competitive set.

## Questions

### Where does Pacifica Wealth Advisors disclose its regulatory assets under management?

The firm files Form ADV with the SEC, but disclosure of total regulatory AUM is not currently available in public datasets. Many sub-$500M RIAs file as 'eligible for registration' without disclosing AUM in searchable public databases.

## Related profiles

- [Pacifica Partners Capital Management](https://altss.com/profile/pacifica-partners-capital-management)
- [PacifiCorp Post-Retirement Benefit Plan](https://altss.com/profile/pacificorp-post-retirement-benefit-plan)

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Last updated: 2026-08-11T02:43:31.692Z

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