Pacific Capital Wealth Advisors is based out of Corona. Pacific Capital Wealth Advisors is a large advisory firm with 175 clients and discretionary assets under management (AUM) of $173,700,000 (Form ADV from 2020-08-20). Their last reported 13F filing for Q3 2020 included $168,292,000 in managed 13F securities and a top 10 holdings concentration of 47.1%. Pacific Capital Wealth Advisors's largest holding is SPDR S&P 500 ETF Trust with shares held of 33,626. Whalewisdom has at least 4 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16
|Performance for Q3 2020:||5.01%|
|Performance Last 4 Quarters:||0.0%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Corporation|
|Number of employees:||7|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Fixed fees|
|Amount of client funds and securities:||100,000,000|
|Total Number of Clients:||175|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|