Pasadena Private Wealth
Pasadena Private Wealth is a Pasadena-headquartered Registered Investment Adviser providing integrated financial planning, wealth management, real estate advisory, and business advisory services to high net worth individuals, families, business owners, and executives across California and Hawaii.
- Company typePrivate
- Founded2018
- HeadquartersPasadena, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Pasadena Private Wealth firmographics
Firmographics- Name
- Pasadena Private Wealth
- Legal name
- Pasadena Private Wealth, LLC
- Website
- https://pasadenaprivatewealth.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Pasadena Private Wealth is a Pasadena-headquartered Registered Investment Adviser providing integrated financial planning, wealth management, real estate advisory, and business advisory services to high net worth individuals, families, business owners, and executives across California and Hawaii.
- Ownership category
- akta.pro rank
Pasadena Private Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)
Keywords
Where Pasadena Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Pasadena
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Pasadena Private Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Revenue generated through investment advisory fees for managing client portfolios and providing comprehensive wealth management services. Services include financial planning, portfolio management, real estate advisory, and business advisory. The firm is a Registered Investment Adviser registered under the Investment Advisors Act of 1940. Securities are offered through Pensionmark Securities, LLC., member FINRA/SIPC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom wealth management advisory services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Pasadena Private Wealth product offering
Product offeringCore offering
Pasadena Private Wealth is an independent Registered Investment Adviser that delivers integrated wealth management, financial planning, real estate advisory, and business advisory services to high-net-worth individuals, families, business owners, and executives. Services are delivered through a fiduciary advisory model across public and private market portfolio management, retirement plan consulting, specialty lending solutions, and succession planning, supported by third-party custodians and planning software. The firm operates from five offices across California and Hawaii and is affiliated with Focus Financial Partners.
Product overview
Pasadena Private Wealth offers a unified wealth management platform with integrated service modules including Financial Planning, Wealth Management, Real Estate Services, and Business Advisory. The firm provides comprehensive balance sheet management combining public and private market investments, real estate advisory with 1031 exchange capabilities, and specialized retirement plan services. Additional modules include Pasadena Private Strategic Advisors (M&A advisory, valuation) and Pasadena Private Lending (specialty credit solutions). The architecture is designed as a one-stop-shop where all services are delivered through a single advisory relationship.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service covering balance sheet management, estate and tax planning, and business and executive services such as stock option strategy review, specialty lending, and exit planning. Designed for high-net-worth individuals, families, business owners, and executives.
- Wealth Management Personalized portfolio management focused on client goals, needs, and lifestyle. Combines public market strategies (passive and active, tax-aware) with private market opportunities (attractive yields, illiquidity premium, institutional access) for high-net-worth individuals and families.
- Real Estate Services Real estate investment advisory and transaction services including 1031 exchanges, Delaware statutory trust (DST) fund investments, tenant-in-common (TIC) pooled investments, direct ownership, and portfolio management across asset classes and geographies.
- Business Advisory Comprehensive business advisory umbrella service covering retirement plans (key employee retention, executive compensation), professional services (valuation, M&A advisory), lending and credit solutions, and transition planning for business exits. Targeted at business owners and operators.
- Pasadena Private Retirement Plan Services Retirement plan consulting offering including fee benchmarking, plan design, investment selection, and employee communications for retirement readiness. The firm can act as official Plan Fiduciary under Section 3(21) or 3(38) of ERISA for 401(k) and other qualified plans.
- Pasadena Private Strategic Advisors Professional services practice providing valuation and forecasting, profitability and optimization, fractional investment banking, and M&A advisory for business owners and operators.
- Pasadena Private Lending Specialty lending solutions enabling clients to borrow against concentrated assets without giving up control or triggering tax events, including evaluation of current lending partners, debt restructuring advisory, and special situation financing.
Companies that use Pasadena Private Wealth
Customer profileSegments3 records
Ideal customer profiles3 records
Pasadena Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Pasadena Private Wealth partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and minor.
- Fidelity InvestmentscoreThird-party custodian for client accounts. Provides clearing, custody, and brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Client login access provided through Fidelity platform.
- Charles SchwabcoreThird-party custodian for client accounts providing brokerage services. Client login access provided through Schwab platform.
- eMoneycoreFinancial planning software platform used for client financial planning and portfolio reviews.
- Pensionmark Securities, LLCcoreBroker-dealer through which securities are offered. Member FINRA/SIPC. Separate company from Pasadena Private Wealth, LLC. Securities transactions conducted through Pensionmark.
- Estate Planning AttorneysminorProfessional partners for integrating estate planning services. Collaboration to provide comprehensive legacy planning for clients.
- CPAsminorProfessional accounting partners for tax planning and coordination. Referrals to CPAs and collaborative planning for tax-efficient strategies.
- Trust CompaniesminorPartners for trust services and asset protection structures. Recommendations for corporate trustees as part of estate planning.
- 401(k) Record KeepersminorPartners for retirement plan services including plan design, investment selection, and employee communications for business clients.
- Real Estate BrokersminorPartners for real estate transactions and 1031 exchanges. Collaboration for property sales and purchases.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Pasadena Private Wealth competitors and assessment
Company assessmentDirect peers
- Mercer Advisors: Independent RIA providing comprehensive wealth management to HNW families, business owners, and retirees. Directly comparable as a multi-office fiduciary RIA serving business owners with integrated financial planning, tax, and investment services.
- Mariner Wealth Advisors: Large national RIA serving HNW individuals, families, and institutions with holistic wealth advisory including financial planning, investment management, tax, and estate services. A scaled direct peer with similar service architecture.
- Edelman Financial Services: Independent RIA offering financial planning, wealth management, and tax services to HNW clients nationwide. Comparable fee-based fiduciary model with focus on integrated personal balance sheet advisory.
- Buckingham Strategic Wealth: Fiduciary RIA providing evidence-based wealth management and financial planning for HNW clients. Comparable in fee-only RIA positioning and academic/research-driven investment philosophy.
- Sequoia Financial Group: Independent RIA offering wealth management, retirement plan consulting, and family office services to HNW clients and institutions. Comparable across multi-service, multi-office RIA footprint.
- Carson Group: RIA platform serving financial advisors and their clients with wealth management, coaching, and back-office support. Comparable as an advisor-centric independent RIA serving business owners and HNW families.
Broad incumbents
- Hightower Advisors: National RIA consolidator serving HNW clients with comprehensive wealth management, corporate services, and retirement plan consulting. A scaled, multi-region incumbent with overlapping service offering and advisor M&A model.
- Creative Planning: One of the largest independent RIAs in the U.S., offering wealth management, tax, estate, and retirement plan services to HNW individuals and institutions. A broad incumbent with much greater scale but similar integrated service model.
Others
- Focus Financial Partners: Parent/affiliation partner of Pasadena Private Wealth; a national RIA roll-up platform providing back-office and operational support to independent wealth management firms. Comparable as the broader ecosystem in which Pasadena operates and as the acquirer archetype.
- Monarch Private Capital (Real Estate): Real estate investment platform for accredited investors; relevant peer for Pasadena's real estate vertical and its Bluerock Private Real Estate Fund positioning. Comparable as a real estate investment and 1031/DST sponsor adjacent to PPW's real estate advisory offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Pasadena Private Wealth social profiles
Digital presencePasadena Private Wealth compliance and trust
Trust signalCompliance3 records
Pasadena Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pasadena Private Wealth leadership team
Management profileNumber of profiles
Profiles11 records
Pasadena Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pasadena Private Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pasadena Private Wealth
What does Pasadena Private Wealth do?
Pasadena Private Wealth is an independent Registered Investment Adviser that delivers integrated wealth management, financial planning, real estate advisory, and business advisory services to high-net-worth individuals, families, business owners, and executives. Services are delivered through a fiduciary advisory model across public and private market portfolio management, retirement plan consulting, specialty lending solutions, and succession planning, supported by third-party custodians and planning software. The firm operates from five offices across California and Hawaii and is affiliated with Focus Financial Partners.
Is Pasadena Private Wealth a public or private company?
Pasadena Private Wealth is a private company. It is classified as private equity controlled and is currently operating.
When was Pasadena Private Wealth founded?
Pasadena Private Wealth was founded in 2018. It employs 11 to 50 people.
Where is Pasadena Private Wealth based?
Pasadena Private Wealth is headquartered in Pasadena, United States, in the North America region.
How does Pasadena Private Wealth make money?
One revenue line is on record: investment Advisory Fees.
Who are Pasadena Private Wealth's main competitors?
Direct peers on record are Mercer Advisors, Mariner Wealth Advisors, Edelman Financial Services, Buckingham Strategic Wealth, Sequoia Financial Group and Carson Group. Broad incumbents are Hightower Advisors and Creative Planning. Others are Focus Financial Partners and Monarch Private Capital (Real Estate).
Does Pasadena Private Wealth have an API?
No public API is recorded for Pasadena Private Wealth.
What industry is Pasadena Private Wealth in?
Pasadena Private Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.