Wealth Manager
    SEC Registered

    Pacific Portfolio Consulting, LLC

    Registered investment advisor · Seattle, Washington · CRD #139505

    Assets Under Management
    $4.8B
    Client Accounts
    521
    Employees
    22
    CRD Number
    139505
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Pacific Portfolio Consulting, LLC

    With over 20 years in the field of providing comprehensive financial guidance to individuals, families, and institutions, Pacific Portfolio's team of advisors is personally and professionally invested in the success of each of our clients. Our philosophy is that the best results are achieved when the services are tailored to the client. When you are our client, we work to create a fully customized, fee-only plan that is based on your goals, not our preferences. We have always valued resiliency

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Pacific Portfolio Consulting, LLC

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    Frequently Asked Questions

    What is Pacific Portfolio Consulting, LLC's AUM?

    Pacific Portfolio Consulting, LLC reports approximately $4.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Pacific Portfolio Consulting, LLC headquartered?

    Pacific Portfolio Consulting, LLC is headquartered in Seattle, Washington.

    What is Pacific Portfolio Consulting, LLC's CRD number?

    Pacific Portfolio Consulting, LLC's CRD number is 139505. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Pacific Portfolio Consulting, LLC manage?

    Pacific Portfolio Consulting, LLC manages approximately 521 client accounts according to its latest SEC filing.

    Is Pacific Portfolio Consulting, LLC SEC registered?

    Yes, Pacific Portfolio Consulting, LLC is registered with the SEC as an investment adviser.

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