# Pasadena Private Wealth

Pasadena Private Wealth is a Bank / Wealth / Trust based in Pasadena, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pasadena, United States
- **Region:** North America
- **Address:** Pasadena, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** pasadenaprivateadvisors.com
- **LinkedIn:** https://linkedin.com/company/pasadena-private-wealth

## Regulatory record

- **CRD number:** 295178
- **SEC file number:** 801-112999
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-06T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/295178

## About

Founded in 2018, Pasadena Private Wealth operates as a registered investment adviser based in Pasadena, California. The firm provides investment advisory services including financial planning and portfolio management to individuals, high-net-worth individuals, and various business entities. Its structure as a private wealth manager rather than a family office or institutional fund manager places it in a crowded local advisory market, yet the firm has disclosed almost nothing about its founding partners or the source of its initial client base. The firm's stated strategy includes buyout investments, indicating some allocation to private equity, but no public record confirms specific asset-class weightings, stage preferences, or named portfolio companies. Without a scraped website or public filings beyond its RIA registration, the depth of its buyout activity — whether direct, co-investment, or fund-of-funds — remains opaque. No named deals, co-investors, or geographic focus beyond the United States have been publicly documented. Total assets under management and team size are undisclosed. The firm maintains no known additional offices, affiliated philanthropic vehicles, operating businesses, or club memberships. No principals are identified in public records, and the firm has not announced any promotions, fund closes, or operational events since its 2018 founding. Pasadena Private Wealth's structural differentiator is its silence.

## Questions

### What investment services does Pasadena Private Wealth offer?

The firm provides investment advisory services, including financial planning and portfolio management, to individuals, high-net-worth individuals, and business entities. Its investment strategy includes buyout investments, per its public filings. No further detail on asset-class mix, direct deal activity, or fund commitments has been disclosed.

### Does Pasadena Private Wealth report assets under management?

No. The firm has not publicly disclosed AUM. It files as a SEC-registered investment adviser, which applies to firms managing private fund assets under certain thresholds, but the specific figure is not published.

## Related profiles

- [Pasadena Gateway Villas Corporation](https://altss.com/profile/pasadena-gateway-villas-corporation)
- [Pascack Capital](https://altss.com/profile/pascack-capital)

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Last updated: 2026-08-14T12:30:00.000Z

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