Pacific Trust Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and financial consulting primarily to high-net-worth and institutional clients, including pension and corporate plans. Services are tailored via interviews and questionnaires and may include comprehensive planning, ongoing consulting, and implementation of investment recommendations.
Its investment approach combines asset allocation and fundamental analysis and offers two distinct strategies: a Global Macro strategy that can employ a wide range of instruments (including commodities, currencies, futures, options and short positions) and a more conservative strategy focused on long-term appreciation and hedging with bonds, ETFs and mutual funds. The firm may trade actively in the macro strategy with holding periods that can be very short or extend beyond a year, and it uses computer models and periodic account reviews to monitor performance and risk.
Noteworthy aspects include the availability of performance-based fee arrangements for qualified clients, implemented with a high-water-mark mechanism and oversight policies to address potential allocation conflicts — a practice that is uncommon among peers. The firm also discloses a prior regulatory order related to broker-dealer registration and an outside trading/consulting role in bond markets, both of which the firm says are managed through disclosures and internal procedures.
Client services
Expertise
Fee options
$0 - $1,100,000: 1.50% annually $1,100,000+: 1.00% annually base fee plus 20% performance fee on gains above high-water mark
$250 per hour, negotiable
20% of returns exceeding high-water mark, charged quarterly for qualified clients with accounts over $1,100,000
Account minimum: $1,100,000
Main office
370 E Claremont St.
Pasadena CA 91104
Advisors at this office
1
Most active in
California
Also doing business as
Esso Ventures, LLC · Pacific Trust Wealth Management · Pacific Trust Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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