Pacific Financial Advisors, Inc.
● SEC registered since 2026CRD 154160SEC# 801-136357Bellevue, WA
Reg. AUM
$110.2M
Employees
6
Accounts
184
Location
Bellevue, WA
About Pacific Financial Advisors
Pacific Financial Advisors offers strategic advisory and investment management with a focus on tax-aware retirement planning. It uses a Retirement Roadmap process aimed at multiple tax-free income streams and protection from longevity and related retirement risks.
Summary based on the firm’s website.
Pacific Financial Advisors, Inc. assets under management
Pacific Financial Advisors, Inc. is an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2026. It reports $110.2 million in regulatory assets under management and employs 6 people.
Pacific Financial Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ross Sean Wolf Control | Chief Compliance Officer, President | Over 75% | 2010 |
Frequently asked questions
How much does Pacific Financial Advisors, Inc. manage?
Pacific Financial Advisors, Inc. reports $110.2 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Financial Advisors, Inc. have?
Pacific Financial Advisors, Inc. reports 6 employees.
Where is Pacific Financial Advisors, Inc. located?
Pacific Financial Advisors, Inc. is based in Bellevue, WA and has been SEC-registered since 2026.
Does Pacific Financial Advisors, Inc. disclose fund performance?
Pacific Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11400 SE 8th Av SE, Suite 460, Bellevue, WA 98004 |
| Phone | 425-458-3292 |
| Fax | 866 451 1287 |
| Office hours | 8-6 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$110.2MNo change
Apr '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$110.2Mregulatory AUM
Discretionary $110.2M