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Anthony Hunt

PASADENA PRIVATE WEALTH
Exeter, CA
·CRD# 7657859·1 year experience

Professional Summary

Anthony Hunt is a registered financial advisor currently at PASADENA PRIVATE WEALTH, LLC located in Exeter, California. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Anthony has worked at 1 firm and has passed the Series 65 and Series 66 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

PASADENA PRIVATE WEALTH, LLC·CRD# 295178
RIA
228 E Pine St, Exeter, CA 93221
August 18, 2025 - Present

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Current Firm

PP
PASADENA PRIVATE WEALTH, LLC

PASADENA PRIVATE WEALTH, LLC

CRD#: 295178 / SEC#: 801-112999
RIA
Registered Investment Advisory firm - SEC (4/27/2018 Approved)

Contact Information

Main Address

2 North Lake Avenue Suite 520, Pasadena, CA 91101

Phone Number

(626) 993-9300

# of Employees

19

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PASADENA PRIVATE WEALTH PART 2A BROCHURE (2/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,124

AUM (Assets Under Management)

$1,620,620,686

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LL & JL Properties, LLC, Not investment related, Owner, 318 N Marcin Ct, Visalia, CA 93291, 05/2024, 2 hours per year, owner of rental property.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
PASADENA PRIVATE WEALTH, LLC

PASADENA PRIVATE WEALTH, LLC

CRD#: 295178 / SEC#: 801-112999
RIA
Registered Investment Advisory firm - SEC (4/27/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(8/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2025About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Mar 2025About the Series 66 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Anthony Hunt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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