PACIFICA WEALTH ADVISORS, INC.
  • PACIFICA WEALTH ADVISORS, INC.
  • BEL AIR FINANCIAL GROUP LLC
  • PAGLIARINI, ROBERT
  • PACIFICA FINANCIAL GROUP, INC.

Adviser Profile

As of Date 03/27/2026
Registration status Terminated
Contact Info (85 xxxxxxx
Websites
AUM* 176,129,656 9%
of that, discretionary 170,973,684 13%
Number of Employees 2 100%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 846,777 13%
% High Net Worth 87.27% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

173M 149M 124M 99M 74M 50M 25M
2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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