Pasadena Private Wealth, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $951M
- Clients
- 524
- Avg AUM / client
- $3.1M
- Accounts
- 2,124
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 177 | $143M | 8.85% |
| High net worth individuals | 255 | $1.0B | 62.2% |
| Investment companies | 1 | $2.7M | 0.17% |
| Pooled investment vehicles (non-investment companies) | 6 | $131M | 8.1% |
| Pension and profit sharing plans | 60 | $310M | 19.1% |
| Charitable organizations | Fewer than 5 | $392K | 0.02% |
| Corporations and other businesses | 25 | $24.7M | 1.52% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $90.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pasadena Private Lending, Llc | Other Private Fund | California | $35.0M | 92 |
| Pasadena Private Real Estate Fund 1 Lp | Real Estate Fund | Delaware | $30.0M | 96 |
| Pasadena Private Real Estate Fund 2 Lp | Real Estate Fund | Delaware | $19.4M | 64 |
| Socal Catalyst Fund I, Lp | Venture Capital Fund | Delaware | $4.6M | 26 |
| Pasadena Private Equity Fund 1 Lp Early Stage | Private Equity Fund | Delaware | $1.5M | 12 |
| Ppw Credit Opportunities Fund I Lp | Other Private Fund | Delaware | $0 | 0 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Horizon Nut, Llc 401 K Profit Sharing Plan Horizon Nut, Llc | 2024 | |
| Aderans Usa Savings & Retirement Plan Bosley, Inc. | 2024 | |
| Ontario Refrigeration Service, Inc. 401(k) Profit Sharing Plan Ontario Refrigeration Service, Inc. | 2024 | |
| The Gehr Group Inc. 401(k) Profit Sharing Plan The Gehr Group, Inc. | 2024 | |
| Andy Gump, Inc. 401(k) Savings & Investment Plan Andy Gump, Inc. | 2024 | |
| Pasadena Chamber Of Commerece Member Retirement Plan Pasadena Chamber Of Commerce And Civic Association | 2024 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Andrew Muth | Managing Partner | May 2018 (8y) | 25% – 50% | |
| Iain Alexander Whyte | Chairman, Managing Partner | May 2018 (8y) | 25% – 50% | |
| Simon Matthew Holford | Ceo, Managing Partner | May 2018 (8y) | 25% – 50% | |
| Craig Richard Colbath | Chief Compliance Officer | Jan 2019 (8y) | Less than 5% | |
| Simon Street Reeves | Managing Partner | Jul 2023 (3y) | 10% – 25% | |
| Debra C Fukawa | Registered representative | May 2018 (8y) | ||
| Ik Jun Choi | Registered representative | CFP | Apr 2019 (7y) | |
| Charles Marcus Coleman | Registered representative | Dec 2021 (5y) | ||
| Brad Feldman | Registered representative | Aug 2022 (4y) | ||
| Geert Marc Criel | Registered representative | Oct 2022 (4y) | ||
| Laura Lynn Smith | Registered representative | Dec 2024 (2y) | ||
| Ji Mi Kim | Registered representative | Jan 2025 (2y) | ||
| George Hookano Kaluhiokalani | Registered representative | Apr 2025 (1y) | ||
| Scott Howard Shlecter | Registered representative | Apr 2025 (1y) | ||
| Hollyn Mudge Sekiguchi | Registered representative | CFP | May 2025 (1y) | |
| Crystal Michelle Jamieson | Registered representative | Jun 2025 (1y) | ||
| Anthony Hunt | Registered representative | Aug 2025 (1y) | ||
| Ann Chung | Registered representative | Jan 2026 (1y) | ||
| Collin Whitfield Saydah | Registered representative | Feb 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $90.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pasadena Private Lending, Llc | Other Private Fund | $35.0M | $25.0K | 92 |
| Pasadena Private Real Estate Fund 1 Lp | Real Estate Fund | $30.0M | $25.0K | 96 |
| Pasadena Private Real Estate Fund 2 Lp | Real Estate Fund | $19.4M | $250K | 64 |
| Socal Catalyst Fund I, Lp | Venture Capital Fund | $4.6M | $50.0K | 26 |
| Pasadena Private Equity Fund 1 Lp Early Stage | Private Equity Fund | $1.5M | $25.0K | 12 |
| Ppw Credit Opportunities Fund I Lp | Other Private Fund | $0 | $25.0K | 0 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Horizon Nut, Llc 401 K Profit Sharing Plan | Horizon Nut, Llc | 193 | $4.7M | 01/01/2024 |
| Aderans Usa Savings & Retirement Plan | Bosley, Inc. | 1,120 | $71.9M | 01/01/2024 |
| Ontario Refrigeration Service, Inc. 401(k) Profit Sharing Plan | Ontario Refrigeration Service, Inc. | 285 | $25.7M | 01/01/2024 |
| The Gehr Group Inc. 401(k) Profit Sharing Plan | The Gehr Group, Inc. | 146 | $16.4M | 01/01/2024 |
| Andy Gump, Inc. 401(k) Savings & Investment Plan | Andy Gump, Inc. | 237 | $16.5M | 01/01/2024 |
| Pasadena Chamber Of Commerece Member Retirement Plan | Pasadena Chamber Of Commerce And Civic Association | 282 | $9.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 2.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $1.0B (63% of AUM) Jul 2026
- Charles Schwab & Co. $210M (13% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗