Pasadena Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,151,900,565
Clients
432
Advisors
19
across 3 offices
About
Pasadena Private Wealth is a multi‑team registered investment adviser that provides discretionary and non‑discretionary asset management, financial planning, retirement plan consulting, portfolio monitoring, and referrals to third‑party money managers for individuals, high‑net‑worth families, trusts, pension plans and corporate clients. As of December 31, 2025 the firm reported roughly $1.61 billion in regulatory assets under management, split between approximately $951 million discretionary and $660 million non‑discretionary.
The firm typically employs fundamental analysis and a generally long‑term investment approach, tailoring portfolios with ETFs, mutual funds, individual equities, fixed‑income instruments and, where appropriate, digital assets, while conducting ongoing monitoring and periodic rebalancing. Pasadena Private Wealth also performs due diligence on third‑party managers, provides standalone financial planning and retirement plan consulting, and offers portfolio monitoring and implementation support as part of client engagements.
Pasadena Private Wealth is notable for its role as a private fund adviser and sponsor: it acts as general partner to pooled vehicles (including a credit opportunities fund) and maintains affiliated entities that provide lending, private equity and real estate investment and management services, and business management solutions. The firm discloses that supervised persons may earn performance‑based compensation through proprietary vehicles, receives specific administrative compensation for at least one fund, and has referral and fee‑sharing arrangements with affiliates—arrangements it says it manages through disclosure and its fiduciary obligations.
Client services
Expertise
Occupation focus
Fee options
Financial Planning & Consulting: initial flat fee up to $2,500; total flat fee up to $200,000 annually; Retirement Plan Consulting: flat fee basis
$0 - $1,999,999: 1.25% $2,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $14,999,999: 0.75% $15,000,000 - $24,999,999: 0.65% $25,000,000 - $49,999,999: 0.55% $50,000,000 - $99,999,999: 0.45% $100,000,000+: Negotiable
Representatives are registered representatives of GT Securities, Inc. and receive commissions for securities sales, including mutual fund trail fees.
Financial Planning & Consulting: hourly fee up to $800/hour; Retirement Plan Consulting: hourly basis
Account minimum: $2,000,000 Fee-only: Financial Planning & Consulting: hourly up to $800/hour, flat fee up to $200,000 per annum, initial flat fee up to $2,500; Portfolio Monitoring: up to 0.5% annually; Retirement Plan Consulting: hourly, flat fee, or up to 1.00% of plan assets
Main office
See office2 North Lake Avenue, Suite 520
Pasadena CA 91101
Advisors at this office
15
Offices (3)
Most active in
California · Florida · Georgia · Hawaii · Nebraska · New York · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Advisors at this firm
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