• PASADENA, CA • Investment Advisor How do I update this listing?
Pasadena Private Wealth is based out of Pasadena. Pasadena Private Wealth is a large advisory firm with discretionary assets under management (AUM) of $256,846,599 (Form ADV from 2018-09-28). Their last reported 13F filing for Q4 2018 included $74,812,000 in managed 13F securities and a top 10 holdings concentration of 90.29%. Pasadena Private Wealth's largest holding is Vanguard Value ETF with shares held of 197,228. Whalewisdom has at least 1 13F filings