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The fee is negotiable.","source":"PASADENA PRIVATE WEALTH PART 2A BROCHURE, filed 23 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Pasadena Private Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pasadena Private Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pasadena Private Wealth invest in?","answer":"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. 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