Irvine, CA Office

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.