Pacific Capital Wealth Advisor

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

31,802

Total plan assets

$20.3B

Filings (rows)

Direct comp

$38K

Indirect comp

Showing only "PACIFIC CAPITAL WEALTH ADVISOR"

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PACIFIC CAPITAL CO3 PACIFIC CAPITAL WEALTH ADVISOR3

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	11,088	$7.9B	$13K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	10,636	$6.8B	$12K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	10,078	$5.6B	$12K	$0