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Maryam Pilar Anaya

Pacific Wealth Management

San Diego, CA

CRD 6082322

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Employer firm

Pacific Wealth Management CRD 113217

$372M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Pacific Wealth Management

11512 El Camino Real Ste 350, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-21
  • CA RA
    APPROVED
    Since 2025-08-21

Branch Locations

11512 El Camino Real Ste 350, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pacific Wealth Management San Diego CA 01/2025 Present
Lpl Financial San Diego CA 01/2023 01/2025
Credit Suisse Sydney 01/2022 12/2022
Peloton Capital Sydney 06/2018 01/2022
The University Of Sydney Sydney 07/2016 11/2017
Vive Active Sydney 01/2018 11/2022
  • 01/2025 → Present
    Pacific Wealth Management
    San Diego, CA
  • 01/2023 → 01/2025
    Lpl Financial
    San Diego, CA
  • 01/2022 → 12/2022
    Credit Suisse
    Sydney
  • 06/2018 → 01/2022
    Peloton Capital
    Sydney
  • 07/2016 → 11/2017
    The University Of Sydney
    Sydney
  • 01/2018 → 11/2022
    Vive Active
    Sydney
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-21
  • S65 Uniform Investment Adviser Law Examination
    2025-08-21

View on SEC IAPD

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