# Phase Change Wealth Management LLC

Phase Change Wealth Management LLC is a RIA based in Los Angeles, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Assets under management:** Undisclosed
- **Website:** phasechangewm.com

## Regulatory record

- **CRD number:** 334306
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334306

## About

PHASE CHANGE WEALTH MANAGEMENT LLC is a state-registered investment adviser with $29 million in regulatory assets under management. The firm manages $28 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- FinTech
- AI/ML
- Real Estate
- ClimateTech
- Private Credit
- Infrastructure

## People

- Corey A. Pafter — Founder and Chief Executive Officer

## Questions

### Does Phase Change Wealth Management participate in fund commitments or only direct deals?

Public records indicate the firm focuses on direct deals and co-investments rather than traditional limited partner fund commitments. The firm's strategy centers on illiquid, control-oriented positions across asset classes, aligning with direct investing. No fund-of-funds or primary fund commitments are mentioned in available disclosures.

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- [Burke & Company Capital Growth](https://altss.com/profile/burke-and-company-capital-growth)
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Last updated: 2026-07-06T01:24:23.267Z

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