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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PACIFIC CAPITAL

PACIFIC CAPITAL WEALTH ADVISORS, INC., CRD 159294

CORONA, 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:38553c6d-4d3e-22ac-ba54-91dea9bc79cc

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Nov 14, 2011 to Sep 8, 2026
63 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: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $821MItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $821M
Private client RAUM: $809MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $164Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 336
Individual clients: 13
High net worth clients: 59
Custody, client assets: $508M
SEC number: 801-80494
CIK: 1803523
CRD: 159294
Filings on the tape: 63
First filed: Nov 14, 2011
Latest filed: Sep 8, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHAD T WILLARDSON	n/a	CORONA, CA	8	23	1	no
MORGAN JEFFREY FIPPINGER	Certified Financial Planner\|Chartered Financial Analyst	CORONA, CA	2	10	2	no
Joshua Coniglio	Certified Financial Planner	CORONA, CA	2	10	1	no
RANDALL ARTHUR FRANCIS	Certified Financial Planner	CORONA, CA	2	12	1	no
Bruno Leopold Krenn	n/a	CORONA, CA	1	11	1	no

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
WILLARDSON, CHAD, T	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	11/2011	Nov 14, 2011	Oct 2, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEWPORT BEACH	CA	United States	2	no
n/a	n/a	n/a	1	no

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
2025	Mar 5, 2026	$669M	$669M	9	6	1	n/a	n/a
2024	Apr 23, 2025	$654M	$654M	9	5	1	n/a	n/a
2023	Feb 8, 2024	$502M	$502M	7	5	2	n/a	n/a
2022	Feb 10, 2023	$525M	$525M	7	5	2	n/a	n/a
2021	Feb 22, 2022	$387M	$387M	7	5	2	n/a	n/a
2020	Feb 12, 2021	$213M	$213M	7	5	2	n/a	n/a
2019	Feb 10, 2020	$186M	$186M	6	4	2	n/a	n/a
2018	Feb 13, 2019	$129M	$129M	6	4	3	n/a	n/a
2017	Feb 2, 2018	$119M	$119M	5	3	1	n/a	n/a
2016	Mar 6, 2017	$150M	$125M	5	3	n/a	n/a	n/a
2015	Feb 24, 2016	$156M	$130M	4	2	n/a	n/a	n/a
2014	Feb 24, 2015	$145M	$125M	4	2	n/a	n/a	n/a
2011	Mar 19, 2012	$53.8M	$53.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	1

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
2025	$821M	$654M	25.4%	$525M	16.1%	9	9	1	1

Relationships

Registered with (9)

← Bruno Leopold KrennAdvisorregistration: current employment
Mar 11, 2025 to presentfactForm ADV
← Joshua ConiglioAdvisorregistration: current employment
Sep 18, 2024 to presentfactForm ADV
← RANDALL ARTHUR FRANCISAdvisorregistration: current employment
Sep 18, 2024 to presentfactForm ADV
← MORGAN JEFFREY FIPPINGERAdvisorregistration: current employment
Jul 10, 2024 to presentfactForm ADV
← CHAD T WILLARDSONAdvisorregistration: current employment
Jan 21, 2018 to presentfactForm ADV
← BLAKE ASHTON WILKINSONAdvisorregistration: previous registration
Nov 4, 2021 to May 21, 2024factForm ADV
← Darin Glen TuttleAdvisorregistration: previous registration
Jul 12, 2018 to Jun 23, 2021factForm ADV
← KIRILL VASILYEVAdvisorregistration: previous registration
Mar 27, 2018 to Jun 7, 2019factForm ADV
← Cory PerssonAdvisorregistration: previous registration
Jan 7, 2014 to Apr 3, 2018factForm ADV

Controls (1)

← WILLARDSON, CHAD, TOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 14, 2011 to Oct 2, 2024factForm ADV

Dated events

Occurred
Sep 11, 2024
Regulatory AUM changed
Pacific Capital reported RAUM $661.2M, up 26% from $525.9M (2024-07-10 to 2024-09-11)
Form ADVobserved 4 days ago
$135M
Occurred
May 21, 2024
Advisor changed firm
Blake Ashton Wilkinson left Pacific Capital for Deseret Point Partners Llc (registered 2026-05-14)
Form ADVobserved 4 days ago
Occurred
Feb 10, 2023
Regulatory AUM changed
Pacific Capital reported RAUM $525.0M, up 36% from $386.5M (2022-02-22 to 2023-02-10)
Form ADVobserved 4 days ago
$138M
Occurred
Aug 19, 2021
Regulatory AUM changed
Pacific Capital reported RAUM $375.3M, up 76% from $213.4M (2021-06-23 to 2021-08-19)
Form ADVobserved 4 days ago
$162M
Occurred
Oct 15, 2014
First Form ADV filing
Pacific Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38553c6d-4d3e-22ac-ba54-91dea9bc79cc
First observed: Nov 14, 2011
Last observed: Sep 8, 2026 12 days 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.

PACIFIC CAPITAL

PACIFIC CAPITAL WEALTH ADVISORS, INC., CRD 159294

CORONA, 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:38553c6d-4d3e-22ac-ba54-91dea9bc79cc

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHAD T WILLARDSON

n/a

CORONA, CA

MORGAN JEFFREY FIPPINGER

Certified Financial Planner|Chartered Financial Analyst

CORONA, CA

Joshua Coniglio

Certified Financial Planner

CORONA, CA

RANDALL ARTHUR FRANCIS

Certified Financial Planner

CORONA, CA

Bruno Leopold Krenn

n/a

CORONA, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WILLARDSON, CHAD, T

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

11/2011

Nov 14, 2011

Oct 2, 2024

City

State

Country

Employees

Also broker-dealer

NEWPORT BEACH

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$669M

n/a

2024

Apr 23, 2025

$654M

n/a

2023

Feb 8, 2024

$502M

n/a

2022

Feb 10, 2023

$525M

n/a

2021

Feb 22, 2022

$387M

n/a

2020

Feb 12, 2021

$213M

n/a

2019

Feb 10, 2020

$186M

n/a

2018

Feb 13, 2019

$129M

n/a

2017

Feb 2, 2018

$119M

n/a

2016

Mar 6, 2017

$150M

$125M

n/a

2015

Feb 24, 2016

$156M

$130M

n/a

2014

Feb 24, 2015

$145M

$125M

n/a

2011

Mar 19, 2012

$53.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$821M

$654M

25.4%

$525M

16.1%