# Sorrento Pacific Financial

Sorrento Pacific Financial is a Bank / Wealth / Trust based in San Diego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** sorrentopacific.com
- **LinkedIn:** linkedin.com/company/sorrento-pacific-financial-llc

## Regulatory record

- **Reports private funds:** No

## About

Sorrento Pacific Financial is a wealth management firm based in San Diego, California. It focuses on clients in North America.

## Sectors

- Financial Services
- Wealth Management

## People

- Valorie Seyfert — President & CEO

## Questions

### What does Sorrento Pacific Financial actually do?

Sorrento Pacific provides outsourced broker-dealer and RIA services to credit unions and community banks. The firm places licensed financial advisors inside partner branches, co-brands them under the institution's name, and handles compliance, supervision, and product access so the depository institution can offer investment services without building its own infrastructure.

### Who owns Sorrento Pacific Financial?

Sorrento Pacific was rolled into a shared holding structure with CUSO Financial Services in 2020, then became part of Atria Wealth Solutions, a wealth management aggregator backed by Lee Equity Partners. In February 2024, LPL Financial announced it was acquiring Atria, including Sorrento Pacific and its affiliated entities.

### How does Sorrento Pacific differ from a standard wealth manager?

The firm operates a B2B2C model where the primary client is the financial institution, not the end investor. Partner banks and credit unions gain a turnkey investment program, while Sorrento Pacific manages the regulatory and supervisory framework — a structure that sits between a traditional broker-dealer and an institutional outsourcing provider.

### What types of financial institutions does Sorrento Pacific work with?

The firm partners primarily with credit unions and community banks. Known partners include Patelco Credit Union and SchoolsFirst Federal Credit Union, among the largest credit unions in California. The platform extends across institutions that want investment services embedded in their retail branch operations.

### Is Sorrento Pacific still an independent firm?

No. Following a 2020 consolidation with CUSO Financial Services and subsequent ownership by Atria Wealth Solutions, the firm was acquired by LPL Financial as part of LPL's purchase of Atria, announced in early 2024. It now operates under the LPL umbrella, though the co-branded branch model continues.

## Related profiles

- [Sorenson Impact Foundation](https://altss.com/profile/sorenson-impact-foundation-sif)
- [Sound Financial Strategies Group](https://altss.com/profile/sound-financial-strategies-group)

---

Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/sorrento-pacific-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology