DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Pacific Wealth Management
Legal name Pacific Wealth Management, LLC
Latest filing Apr 1, 2026
First filing on the tape Oct 15, 2012 · 30 filings
SEC status approved since Nov 14, 2012
RAUM
$372M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
100%
$372M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$53.1M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$372M as of Apr 1, 2026
Mar 22, 2013$166M then
HNW client RAUM$305M as of Apr 1, 2026
Mar 23, 2018$140M then
State-registered IARs (5.B.3)6 as of Apr 1, 2026
Mar 22, 20135 then
Employees (5.A)6 as of Apr 1, 2026
Mar 22, 20136 then
Private funds: no history
RAUM +17% over the last fiscal year+13% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Apr 1, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $53.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 30derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $703,103derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.9derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.5%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$305M82%
- Individuals$67.4M18%
- Individual clients
- 107reported
- HNW clients
- 102reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 529reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Leonard Lim | San Diego, Ca | Feb 21, 2003 | 31 y | 3 |
| Justin Chandler KuntzCertified Financial Planner | San Diego, Ca | Nov 22, 2013 | 14 y | 2 |
| John Philip MayerCertified Financial Planner | San Diego, Ca | Oct 12, 2018 | 11 y | 0 |
| Marjorie Ford SmithCertified Financial Planner | San Diego, Ca | Jun 1, 2021 | 14 y | 1 |
| Isaac J CardozaCertified Financial Planner | San Diego, Ca | Nov 7, 2023 | 11 y | 1 |
| James Chandler Kuntz | San Diego, Ca | Jan 1, 2025 | 44 y | 3 |
| Maryam Pilar Anaya | San Diego, Ca | Aug 21, 2025 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Melanie Bianca Blakney to Mcadam LLCDec 4, 2024 · RIA to RIA
- Joshua Alan Rendler to Define Financial, LLCApr 18, 2023 · RIA to RIA
- Todd Jarrett Burton to Masonboro AdvisorsApr 17, 2020 · RIA to RIA
- Romy Michele Brown to Girard Securities, Inc.Apr 20, 2018 · Other
- Nicholas Daniel Castellano to Scottrade Investment ManagementSep 23, 2016 · Other
- Justin Anthony Reckers to Source Financial Advisors, LLCMar 27, 2015 · Other
- James Chandler Kuntz to Girard Securities, Inc.Dec 31, 2002 · Other
- Robert B Jorgensen to Bny Mellon Advisors, Inc.Dec 31, 2002 · Other
Joined, latest
- James Chandler Kuntz from Girard Securities, Inc.Jan 1, 2025 · Other
- Isaac J Cardoza from Commonwealth Financial NetworkNov 7, 2023 · Affiliated broker-dealer or bank to independent RIA
- Marjorie Ford Smith from Margie Smith, Sage Settlement ConsultingJun 1, 2021 · Other
- Melanie Bianca Blakney from Breckinridge Capital Advisors IncOct 12, 2018 · RIA to RIA
- Nicholas Daniel Castellano from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 26, 2016 · Other
- Justin Chandler Kuntz from Wells Fargo AdvisorsNov 22, 2013 · Other
- Justin Anthony Reckers from Girard Securities, Inc.Mar 27, 2013 · Other
- James Chandler Kuntz from Lockwood Financial Services, Inc.Oct 16, 2002 · Other
- Michael Leonard Lim from Lockwood Financial Services, Inc.Oct 16, 2002 · Other
- Romy Michele Brown from Lockwood Financial Services, Inc.Oct 16, 2002 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Chandler Justin Kuntz · Managing Member, Ccocontrolsince 01/2023 · owns less than 5%
- Chandler Justin Kuntz · Trusteecontrolsince 01/2023 · owns 50% to 75% of Jm Kuntz 2022 Trust
- Rae Montana Kuntz · Trusteecontrolsince 01/2023 · owns 50% to 75% of Jm Kuntz 2022 Trust
Entity owners
- Jm Kuntz 2022 Trust · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| San Diego, Ca · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- compensation changedChange between filings · filing Apr 1, 2026commissions (Item 5.E.5): yes on the filing of 2025-03-28, no on the filing of 2026-04-01peers: independent wealth managers, $100M to $500M (5,676)
- custody status changedChange between filings · filing Apr 1, 2026custody of client assets (Item 9.A): yes on the filing of 2025-03-28, no on the filing of 2026-04-01peers: independent wealth managers, $100M to $500M (5,676)
- HNW share shiftChange between filings · filing Apr 1, 2026HNW share of RAUM moved from 65.0% to 82.0% between the annual amendments of 2025-03-28 and 2026-04-01peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 524 to 529Mar 28, 2025 to Apr 1, 2026
- HNW clients · 66 to 102Mar 28, 2025 to Apr 1, 2026
- Individual clients · 144 to 107Mar 28, 2025 to Apr 1, 2026
- Commission compensation · true to falseMar 28, 2025 to Apr 1, 2026
- Assets in custody · 94323724.0 to unsetMar 28, 2025 to Apr 1, 2026
- Custody of client assets · true to falseMar 28, 2025 to Apr 1, 2026
- Discretionary RAUM · $311M to $365MMar 28, 2025 to Apr 1, 2026
- HNW RAUM · $207M to $305MMar 28, 2025 to Apr 1, 2026
- Individual RAUM · $110M to $67.4MMar 28, 2025 to Apr 1, 2026
- Non-discretionary RAUM · $6.8M to $7.4MMar 28, 2025 to Apr 1, 2026
- RAUM · $318M to $372MMar 28, 2025 to Apr 1, 2026
- Accounts · 483 to 524Nov 25, 2024 to Mar 28, 2025
- HNW clients · 64 to 66Nov 25, 2024 to Mar 28, 2025
- Individual clients · 135 to 144Nov 25, 2024 to Mar 28, 2025
- Assets in custody · $62.4M to $94.3MNov 25, 2024 to Mar 28, 2025
- Financial planning clients · 101-250 to 101-250Nov 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $264M to $311MNov 25, 2024 to Mar 28, 2025
- HNW RAUM · $188M to $207MNov 25, 2024 to Mar 28, 2025
- Individual RAUM · $81.6M to $110MNov 25, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $6.2M to $6.8MNov 25, 2024 to Mar 28, 2025
- RAUM · $270M to $318MNov 25, 2024 to Mar 28, 2025
- Advisory employees · 7 to 6Mar 28, 2024 to Nov 25, 2024
- Employees · 7 to 6Mar 28, 2024 to Nov 25, 2024
- State-registered IARs · 7 to 6Mar 28, 2024 to Nov 25, 2024
- Accounts · 489 to 483Apr 18, 2023 to Mar 28, 2024
- Advisory employees · 5 to 7Apr 18, 2023 to Mar 28, 2024
- HNW clients · 75 to 64Apr 18, 2023 to Mar 28, 2024
- Individual clients · 128 to 135Apr 18, 2023 to Mar 28, 2024
- Assets in custody · $19.3M to $62.4MApr 18, 2023 to Mar 28, 2024
- Employees · 5 to 7Apr 18, 2023 to Mar 28, 2024
- Financial planning clients · 51-100 to 101-250Apr 18, 2023 to Mar 28, 2024
- State-registered IARs · 5 to 7Apr 18, 2023 to Mar 28, 2024
- Discretionary RAUM · $252M to $264MApr 18, 2023 to Mar 28, 2024
- HNW RAUM · $196M to $188MApr 18, 2023 to Mar 28, 2024
- Individual RAUM · $63.8M to $81.6MApr 18, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $7.8M to $6.2MApr 18, 2023 to Mar 28, 2024
- RAUM · $260M to $270MApr 18, 2023 to Mar 28, 2024
- Accounts · 422 to 489Oct 14, 2022 to Mar 21, 2023
- HNW clients · 72 to 75Oct 14, 2022 to Mar 21, 2023
- Individual clients · 127 to 128Oct 14, 2022 to Mar 21, 2023
Signals
8 dated events
- Melanie Bianca Blakney left Pacific Wealth Management for Mcadam Llc (registered 2026-01-05)Dec 4, 2024 · Advisor changed firm · fact
- Bianca Melanie Blakney (Cco, Chief Compliance And Operations Officer) no longer on Schedule A of Pacific Wealth Management (listed 2024-03-28, absent 2024-11-25)Nov 25, 2024 · Control person left · inference
- Joshua Alan Rendler left Pacific Wealth Management for Define Financial, Llc (registered 2023-04-27)Apr 18, 2023 · Advisor changed firm · fact
- Chandler Justin Kuntz (Managing Member) appeared on Schedule A of Pacific Wealth ManagementMar 21, 2023 · Control person joined · fact
- Montana Kuntz (Trustee) appeared on Schedule A of Pacific Wealth ManagementMar 21, 2023 · Control person joined · fact
- Chandler James Kuntz (Managing Member) no longer on Schedule A of Pacific Wealth Management (listed 2022-10-14, absent 2023-03-21)Mar 21, 2023 · Control person left · inference
- Bianca Melanie Lees (Cco, Chief Compliance And Operations Officer) appeared on Schedule A of Pacific Wealth ManagementMar 22, 2019 · Control person joined · fact
- Pacific Wealth Management filed its initial SEC registration (Form ADV)Oct 15, 2012 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 858-509-9797reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/PACIFIC-WEALTH-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- PACWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 858-509-9797reportedpublic record, Form ADV, Apr 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $53.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026