Pasadena Private Wealth

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

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

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Retirement plan advisory

Headquarters

HQ city

Pasadena

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core 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.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Fidelity InvestmentscoreTechnology or IntegrationThird-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 SchwabcoreTechnology or IntegrationThird-party custodian for client accounts providing brokerage services. Client login access provided through Schwab platform.
• eMoneycoreTechnology or IntegrationFinancial planning software platform used for client financial planning and portfolio reviews.
• Pensionmark Securities, LLCcoreChannel Partner/ Reseller/ DistributorBroker-dealer through which securities are offered. Member FINRA/SIPC. Separate company from Pasadena Private Wealth, LLC. Securities transactions conducted through Pensionmark.
• Estate Planning AttorneysminorStrategic or Co-development PartnerProfessional partners for integrating estate planning services. Collaboration to provide comprehensive legacy planning for clients.
• CPAsminorStrategic or Co-development PartnerProfessional accounting partners for tax planning and coordination. Referrals to CPAs and collaborative planning for tax-efficient strategies.
• Trust CompaniesminorStrategic or Co-development PartnerPartners for trust services and asset protection structures. Recommendations for corporate trustees as part of estate planning.
• 401(k) Record KeepersminorStrategic or Co-development PartnerPartners for retirement plan services including plan design, investment selection, and employee communications for business clients.
• Real Estate BrokersminorStrategic or Co-development PartnerPartners for real estate transactions and 1031 exchanges. Collaboration for property sales and purchases.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct 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

• LinkedInlinkedin.com/company/pasadena-private-wealth

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pasadena Private Wealth