Pasadena Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 6 private funds.
Pasadena Private Wealth reports 524 clients. They include 255 high-net-worth individuals, 177 individual clients, and 60 pension and profit-sharing plans. Of its assets, 58.7% ($951M across 1,180 accounts) are managed with discretion; $669M across 944 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 9% |
| High-net-worth individuals | 49% | 62% |
| Investment companies | <1% | <1% |
| Pooled investment vehicles | 1% | 8% |
| Pension and profit-sharing plans | 11% | 19% |
| Other client typesCharitable organizations; Corporations and other businesses | 5% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 177 | $143M | 8.8% | $810K |
| High-net-worth individuals | 255 | $1.01B | 62.2% | $3.96M |
| Investment companies | 1 | $2.7M | 0.2% | $2.7M |
| Pooled investment vehicles | 6 | $131M | 8.1% | $21.9M |
| Pension and profit-sharing plans | 60 | $310M | 19.1% | $5.16M |
| Charitable organizations | Fewer than 5 | $392K | 0.0% | — |
| Corporations and other businesses | 25 | $24.7M | 1.5% | $988K |
| Total | 524 | $1.62B | 100% | — |
- Clients
- 177
- Regulatory AUM
- $143M
- AUM share
- 8.8%
- Avg. per client
- $810K
- Clients
- 255
- Regulatory AUM
- $1.01B
- AUM share
- 62.2%
- Avg. per client
- $3.96M
- Clients
- 1
- Regulatory AUM
- $2.7M
- AUM share
- 0.2%
- Avg. per client
- $2.7M
- Clients
- 6
- Regulatory AUM
- $131M
- AUM share
- 8.1%
- Avg. per client
- $21.9M
- Clients
- 60
- Regulatory AUM
- $310M
- AUM share
- 19.1%
- Avg. per client
- $5.16M
- Clients
- Fewer than 5
- Regulatory AUM
- $392K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 25
- Regulatory AUM
- $24.7M
- AUM share
- 1.5%
- Avg. per client
- $988K
Total
- Clients
- 524
- Regulatory AUM
- $1.62B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 6
- Financial planning clients last fiscal year
- 251–500
Pasadena Private Wealth charges 0.45%–1.25% a year for its Asset Management. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting is billed on a flat, hourly or monthly basis: hourly up to $800, a total flat fee up to $200,000 a year, and an initial data-gathering fee up to $2,500.
- Portfolio Monitoring
- The maximum annual fee for portfolio monitoring is 0.5%, billed quarterly in arrears on the account value at the end of the prior quarter.
Bryan Muth owns 25% to 50% of Pasadena Private Wealth. The leadership team of Pasadena Private Wealth includes Chief Compliance Officer Craig Colbath. It has 19 employees, 8 of them in advisory roles.
Leadership
- Craig ColbathChief Compliance Officer
- Bryan MuthManaging Partner
- Iain WhyteChairman, Managing Partner
- Simon HolfordCEO, Managing Partner
- Simon ReevesManaging Partner
- Scott ShlecterPartner
Investment adviser representatives
19 representatives listed in the SEC register as of 9 October 2026.
- Ik Jun Choi
- Ann Chung
- Craig Richard Colbath
- Charles Marcus Coleman
- Geert Marc Criel
- Brad Feldman
- Debra C Fukawa
- Simon Matthew Holford
- Anthony Hunt
- Crystal Michelle Jamieson
- George Hookano Kaluhiokalani
- Ji Mi Kim
- Bryan Andrew Muth
- Simon Street Reeves
- Collin Whitfield Saydah
- Hollyn Mudge Sekiguchi
- Scott Howard Shlecter
- Laura Lynn Smith
- Iain Alexander Whyte
Staff
- 19 employees
- 8 in advisory functions
- 17 state-registered reps
- 4 broker-dealer reps
- 6 insurance agents
- Owns 25% to 50% of Pasadena Private Wealth, LLC
Bryan Muth
Control person · since May 2018
- Owns 25% to 50% of Pasadena Private Wealth, LLC
Iain Whyte
Control person · since May 2018
- Owns 25% to 50% of Pasadena Private Wealth, LLC
Simon Holford
Control person · since May 2018
- Owns 10% to 25% of Pasadena Private Wealth, LLC
Simon Reeves
Control person · since July 2023
- Owns 5% to 10% of Pasadena Private Wealth, LLC
Scott Shlecter
Control person · since January 2025
Pasadena Private Wealth’s regulatory assets grew 3.5× from $460M (July 2021) to $1.62B (October 2026); clients rose from 225 to 524 and employees from 9 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| October 2026 | $1.62B | 524 | 19 | 6 |
| March 2025 | $1.27B | 460 | 18 | 5 |
| June 2024 | $1.21B | 434 | 13 | 3 |
| April 2023 | $917M | 343 | 10 | 2 |
| July 2022 | $855M | 348 | 12 | 2 |
| July 2021 | $460M | 225 | 9 | 2 |
Besides its headquarters, Pasadena Private Wealth has 5 offices (1 private residence, listed without an address), with 5 listed addresses in California.
California · 5 listed addresses
- 2 North Lake Avenue, Suite 520, PasadenaHQ
- 228 Pine St, Exeter
- 2030 Main Street, Irvine
- 1901 Avenue of the Stars, Century City
- 364 Pacific Street, San Luis Obispo
Contact and registration details
- Legal name
- Pasadena Private Wealth, LLC
- Headquarters
- 2 North Lake Avenue, Suite 520, Pasadena, CA 91101
- Website
- pasadenaprivatewealth.com
- Phone
- 626-993-9300
- SEC file
- 801-112999
- Structure
- Delaware LLC
- Fiscal year end
- December
Pasadena Private Wealth uses Fidelity ($1.02B, 83%) and Charles Schwab ($210M, 17%) as custodians for its separately managed accounts. Pasadena Private Wealth has custody of $894M in client assets for 376 clients.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $1.02B83%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $210M17%
At year end, Pasadena Private Wealth’s separately managed accounts were mostly in funds (74%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $786M across 309 positions; the largest are Vanguard Index Fds (11.4%), Vanguard Index Fds (11.3%) and Vanguard Intl Equity Index F (6.9%).
What the accounts hold
- Stocks13%
- Exchange-traded equities12%
- Non-exchange-traded equities1%
- Funds74%
- Registered funds62%
- Pooled vehicles12%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash10%
- Other1%
- Derivatives1%
Reported 13F holdings
- $786M
- Reported 13F value
- 309
- Positions
- 51.7%
- In the 10 largest
- +8.7%
- Value vs. prior quarter
- Vanguard Index Fds · Value ETF11.4%
- Vanguard Index Fds · Growth ETF11.3%
- Vanguard Intl Equity Index F · Allwrld EX US6.9%
- Bondbloxx ETF Trust · Bloomberg Six MN3.9%
- Schwab Strategic TR · Fundamental US L3.4%
- Bluerock Pvt Real Estate FD3.2%
- Vanguard Index Fds · SM CP Val ETF3.2%
- Fidelity Covington Trust · Enhanced Intl3.0%
- American Centy ETF TR · Avantis Emgmkt2.7%
- Apple Inc.2.6%
Together, the ten largest are 51.7% of reported value.
How many clients does Pasadena Private Wealth have?
Pasadena Private Wealth has 524 clients and manages $1.62 billion for them, as of October 2026. They include 255 high-net-worth individuals, 177 individual clients, and 60 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does Pasadena Private Wealth offer?
Pasadena Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Pasadena Private Wealth charge?
Pasadena Private Wealth charges 0.45%–1.25% a year for its Asset Management. The fee is negotiable.
Source: PASADENA PRIVATE WEALTH PART 2A BROCHURE, filed 23 February 2026
Which custodians does Pasadena Private Wealth use?
Pasadena Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $1.02B and Charles Schwab & Co., Inc. (Westlake, TX), with $210M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does Pasadena Private Wealth have?
Pasadena Private Wealth has 17 investment adviser representatives registered with state securities authorities, out of 19 employees, and 8 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pasadena Private Wealth invest in?
At the end of its last fiscal year, Pasadena Private Wealth’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 12% pooled vehicles (private funds and similar), 10% cash and equivalents, 3% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds and 1% derivatives. It advises 6 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pasadena Private Wealth?
Pasadena Private Wealth’s direct owners are Bryan Muth, Iain Whyte, Simon Holford, Simon Reeves and Scott Shlecter, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does Pasadena Private Wealth get paid?
Pasadena Private Wealth is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Pasadena Private Wealth registered with the SEC?
Yes, Pasadena Private Wealth has been registered with the SEC as an investment adviser since 27 April 2018. Its CRD number is 295178 and its SEC file number is 801-112999.
Source: Form ADV Part 1A, Item 1, filed 1 October 2026; IAPD firm record
How do I contact Pasadena Private Wealth?
Pasadena Private Wealth’s main office is at 2 North Lake Avenue, Suite 520, Pasadena, CA 91101. Its phone number is 626-993-9300. Its website is pasadenaprivatewealth.com.