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CRD 4810465
Pasadena Private Wealth, LLC CRD 295178
$1.62B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-16 |
Branch Locations
1901 Avenue Of The Stars, Los Angeles, CA 90067 • United States
2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States
Beverly Hills, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shlecter Wealth Management, Llc | Beverly Hills | CA | 05/2013 | Present |
| Pasadena Private Wealth, Llc | Pasadena | CA | 01/2025 | Present |
Shlecter Wealth Management, LLC, Yes, Principal, 1714 Angelo Drive Beverly Hills, CA 90210, 5/2013, 10-20 hours/month, financial consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-04 |
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