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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

SB WEALTH

RINCON PACIFIC MANAGEMENT INC, CRD 108126

SAN CLEMENTE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ed79613-407e-ee6b-39f0-81d1eeda6e17

Data as of Mar 18, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Nov 21, 2011 to Mar 18, 2022
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $221MItem 5.F on the latest filing (2022-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $221M
Private client RAUM: $221MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 476
Individual clients: 127
High net worth clients: 54
Custody, client assets: $140M
SEC number: 801-113278
CRD: 108126
Filings on the tape: 25
First filed: Nov 21, 2011
Latest filed: Mar 18, 2022
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SCHUSTER, JENA, ELIZABETH	CCO, COO, PRESIDENT	E	yes	07/2018	Apr 23, 2018	Mar 18, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 18, 2022	$221M	$221M	4	2	0	n/a	n/a
2020	Mar 4, 2021	$178M	$178M	3	2	0	n/a	n/a
2019	Feb 14, 2020	$153M	$153M	3	2	0	n/a	n/a
2018	Feb 5, 2019	$131M	$131M	4	2	0	n/a	n/a
2011	Feb 28, 2012	$29.9M	$29.9M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$221M	$178M	24.2%	$131M	19.2%	4	3	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
IGNITE PLANNERS LLC	2	Nov 28, 2022	Nov 21, 2022	SAN CLEMENTE, CA	Team lift out	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CETERA ADVISOR NETWORKS LLC	2	Apr 4, 2019	Jan 24, 2019	SAN CLEMENTE, CA	Team lift out	Ibd to RIA	0.4%

Relationships

Controls (1)

← SCHUSTER, JENA, ELIZABETHOwnerCCO, COO, PRESIDENT, ownership code E, individual
Apr 23, 2018 to presentfactForm ADV

Registered with (3)

← LEONARD EMIL MOULINAdvisorregistration: previous registration
Jan 24, 2019 to Nov 28, 2022factForm ADV
← JENA ELIZABETH SCHUSTERAdvisorregistration: previous registration
Nov 20, 2018 to Nov 28, 2022factForm ADV
← BONNIE SUE WUSZAdvisorregistration: previous registration
Jun 29, 2012 to May 19, 2015factForm ADV

Moved with (2)

→ IGNITE PLANNERS LLCRegistered adviser2 advisors, team lift out, same day
Nov 28, 2022 to Nov 21, 2022factForm ADV
← CETERA ADVISOR NETWORKS LLCRegistered adviser2 advisors, team lift out, same day
Apr 4, 2019 to Jan 24, 2019factForm ADV

Dated events

Occurred
Nov 28, 2022
Team lift-out
2 advisors left SB Wealth (San Clemente, CA) for Ignite Planners LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Nov 28, 2022
Advisor changed firm
Leonard Emil Moulin left Sb Wealth for Ignite Planners Llc (registered 2022-11-21)
Form ADVobserved 6 days ago
Occurred
Nov 28, 2022
Advisor changed firm
Jena Elizabeth Schuster left Sb Wealth for Ignite Planners Llc (registered 2019-01-28)
Form ADVobserved 6 days ago
Occurred
Apr 23, 2018
First Form ADV filing
Rincon Pacific Management Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ed79613-407e-ee6b-39f0-81d1eeda6e17
First observed: Nov 21, 2011
Last observed: Mar 18, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SB WEALTH

RINCON PACIFIC MANAGEMENT INC, CRD 108126

SAN CLEMENTE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ed79613-407e-ee6b-39f0-81d1eeda6e17

Data as of Mar 18, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:09 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHUSTER, JENA, ELIZABETH

CCO, COO, PRESIDENT

yes

07/2018

Apr 23, 2018

Mar 18, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 18, 2022

$221M

n/a

2020

Mar 4, 2021

$178M

n/a

2019

Feb 14, 2020

$153M

n/a

2018

Feb 5, 2019

$131M

n/a

2011

Feb 28, 2012

$29.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$221M

$178M

24.2%

$131M

19.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

IGNITE PLANNERS LLC

Nov 28, 2022

Nov 21, 2022

SAN CLEMENTE, CA

Team lift out

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CETERA ADVISOR NETWORKS LLC

Apr 4, 2019

Jan 24, 2019

SAN CLEMENTE, CA

Team lift out

Ibd to RIA

0.4%