Pasadena Private Wealth, LLC logo

Pasadena Private Wealth, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Real estate investing Business sale tax planning

Occupation focus

Founder/Business Owner Executive Self-Employed

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Fee options

Fixed

Financial Planning & Consulting: initial flat fee up to $2,500; total flat fee up to $200,000 annually; Retirement Plan Consulting: flat fee basis

Percentage

$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

Commissions

Representatives are registered representatives of GT Securities, Inc. and receive commissions for securities sales, including mutual fund trail fees.

Project-based

Financial Planning & Consulting: hourly fee up to $800/hour; Retirement Plan Consulting: hourly basis

Other

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 office

2 North Lake Avenue, Suite 520

Pasadena CA 91101

Advisors at this office

15

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

Advisors at this firm

user avatar

Charles C

Series 65

Pasadena, CA

Pasadena Private Wealth, LLC

Charles Coleman is a financial advisor at Pasadena Private Wealth, LLC with 12 years of industry experience. He holds the Series 65 designation and has previously worked at Dorsey, Wright and Associates, LLC and Holly Street Wealth Advisors. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and other services. The firm’s investment approach combines fundamental analysis and long-term portfolio construction with flexibility for shorter-term trading and includes a range of asset classes such as ETFs, mutual funds, individual securities, fixed income, digital assets, and alternative strategies.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Collin S

Series 63, Series 66

Pasadena, CA

Pasadena Private Wealth, LLC

Collin Saydah is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on connecting clients to the people, plans, and processes that align with their individual ambitions and financial goals. Collin works with clients to address objectives such as funding education, preparing for retirement and potential health care expenses, and developing personalized long-term financial strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. Collin’s approach emphasizes understanding clients’ personal perspectives and priorities to create clear and transparent financial plans aimed at helping them manage their wealth effectively.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management Founder/Business Owner Executive Self-Employed
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Geert C

Series 65

Pasadena, CA

Pasadena Private Wealth, LLC

Geert Criel is a financial advisor at Pasadena Private Wealth, LLC with four years of industry experience. Prior to joining the firm, he worked for the Belgian Ministry of Foreign Affairs for 32 years. Outside of his advisory role, he serves as a director of a nonprofit organization dedicated to promoting and co-financing European movies in Los Angeles. Pasadena Private Wealth is a multi-team registered investment adviser offering asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, with portfolios tailored using ETFs, mutual funds, equities, fixed income, and digital assets.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Brad F

Series 63, Series 65

Pasadena, CA

Pasadena Private Wealth, LLC

Brad Feldman is a financial advisor at Pasadena Private Wealth, LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with Pasadena Private Wealth and GT Securities since 2022 and concurrently teaches entrepreneurship, project management, and innovation courses as an adjunct professor at California State University since 2017. Feldman is also a co-owner of MedSense Labs, LLC, a company developing a smart dental night guard with a companion mobile app to monitor and reduce bruxism. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets for individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, offering discretionary and non-discretionary asset management, financial planning, retirement consulting, and third-party manager referrals.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Nicole V

Series 66

Pasadena, CA

Pasadena Private Wealth, LLC

Nicole Vong is a financial advisor at Pasadena Private Wealth, LLC with a Series 66 designation and four years of industry experience. Prior to joining Pasadena Private Wealth, she held positions at GT Securities, Commonwealth Financial Network, Sterling Wealth Partners, and Ameriprise Financial Services. Pasadena Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm uses fundamental analysis and a long-term investment approach, offering discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and portfolio monitoring.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Simon R

Series 65, Series 66

Irvine, CA

Pasadena Private Wealth, LLC

Simon Reeves is a financial advisor at Pasadena Private Wealth, LLC with 19 years of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Tiderock Financial, Greenberg Graham Advisors, Adaptive Wealth Engineering, and Equitable Advisors. Pasadena Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm employs fundamental analysis and a long-term investment approach, offering services such as asset management, financial planning, retirement plan consulting, and due diligence on third-party managers.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Debra F

Series 63, Series 65

Pasadena, CA

Pasadena Private Wealth, LLC

Debra Fukawa is a financial advisor at Pasadena Private Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America N.A., and Pensionmark Securities, LLC. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and acts as manager or general partner for private funds, employing a model-driven investment process that includes fundamental analysis and long-term portfolio construction.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Ji Mi K

Series 66

Honolulu, HI

Pasadena Private Wealth, LLC

Ji Mi Kim is a financial advisor at Pasadena Private Wealth, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at SageView Advisory Group and several other firms. Outside of her advisory role, Kim is an art consultant with DeRubeis Fine Art of Metal in Honolulu. Pasadena Private Wealth serves individuals, families, trusts, pension plans, and business entities, offering asset management, financial planning, retirement plan consulting, and private fund management. The firm’s investment approach combines fundamental analysis with model-driven portfolios and includes a range of asset classes such as ETFs, mutual funds, individual securities, fixed income, digital assets, and alternative strategies.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Iain W

Series 66

Pasadena, CA

Pasadena Private Wealth, LLC

Iain Whyte is a financial advisor with Pasadena Private Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Purshe Kaplan Sterling Investments, and GT Securities. Outside of his advisory work, he is involved as a principal in Pasadena Private Solar Production, an alternative energy company. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm employs a fundamental analysis approach with long-term portfolio construction while incorporating shorter-term trading aligned with client objectives.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Bryan M

Series 66

Pasadena, CA

Pasadena Private Wealth, LLC

Bryan Muth is a financial advisor at Pasadena Private Wealth, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including GT Securities, Pensionmark Securities, Purshe Kaplan Sterling Investments, Bank of America, and Merrill. Outside of his advisory work, he coaches boys water polo at Exeter Union High School. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients, using fundamental analysis and a long-term investment approach with a range of assets including ETFs, equities, fixed income, and digital assets.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Hollyn S

CFP®, Series 63, Series 65

Pasadena, CA

Pasadena Private Wealth, LLC

Hollyn Sekiguchi is a CFP®-certified financial advisor with five years of industry experience. She is currently with Pasadena Private Wealth, LLC and has previously worked at Silver Oak Wealth Advisors Services, Hightower Advisors, and Dimensional Fund Advisors. Pasadena Private Wealth is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, and corporate clients. The firm uses fundamental analysis and a long-term investment approach, managing portfolios with ETFs, mutual funds, individual equities, fixed-income instruments, and digital assets while also providing financial planning, retirement consulting, and third-party manager due diligence.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Laura S

Series 66

Pasadena, CA

Pasadena Private Wealth, LLC

Laura Smith is a financial advisor with Pasadena Private Wealth, LLC, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Merrill Lynch, Bank of America, Purshe Kaplan Sterling Investments, Pensionmark Securities, and GT Securities. She is part of a seven-advisor team at Pasadena Private Wealth. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, business entities, and investment companies. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and manages private funds, using a model-driven investment process focused on fundamental analysis and long-term portfolio construction.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Craig C

Series 63, Series 65

Pasadena, CA

Pasadena Private Wealth, LLC

Craig Colbath is a financial advisor at Pasadena Private Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GT Securities, Inc., Singpoli Private Wealth Corporation, and related Singpoli entities prior to his current roles. Outside of his advisory work, he serves on the board of the Pasadena Symphony & Pops and is involved as an investor in a sailing charter business as well as a catering and restaurant enterprise. Pasadena Private Wealth is a multi-team registered investment adviser managing approximately $1.61 billion in assets as of December 31, 2025. The firm serves individuals, high-net-worth families, trusts, pension plans, and corporate clients through discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing fundamental analysis and a long-term investment approach across various asset classes.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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Ik C

CFP®, Series 66

Pasadena, CA

Pasadena Private Wealth, LLC

Ik Choi is a CFP® and Series 66 registered advisor with 15 years of industry experience. He is currently with Pasadena Private Wealth, LLC, where he has worked since 2018, and has prior experience at firms including Merrill Lynch and Bank of America. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and business entities, offering asset management, financial planning, retirement consulting, and private fund management. The firm’s investment approach combines fundamental analysis with long-term portfolio construction, utilizing model-driven portfolios, third-party managers, and a range of asset classes including digital assets and alternative strategies.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
user avatar

Simon H

Series 66

Pasadena, CA

Pasadena Private Wealth, LLC

Simon Holford is a financial advisor at Pasadena Private Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Pensionmark Securities. Holford is also involved as a general partner in a real estate investment fund and serves as a trustee managing assets for an irrevocable trust. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, providing asset management, financial planning, and retirement consulting. The firm employs a fundamental, long-term investment approach with flexibility for shorter-term trading, utilizing model-driven portfolios, third-party managers, and a range of asset classes including ETFs, mutual funds, and alternative strategies.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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