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AH

Anthony Hunt

PASADENA PRIVATE WEALTH
Exeter, CA 93221
Some features on this profile are disabled
CRD#: 7657859
AH

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 18, 2025 - Present

PASADENA PRIVATE WEALTH, LLC

Office #1: 228 E Pine St, Exeter, CA 93221
RIA
CRD#: 295178
Exeter, CA

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 - (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.

Highlighted states indicate IAR registrations

IAR
California
(8/18/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/16/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/3/2025
Uniform Combined State Law Examination

Current Firm

PP
PASADENA PRIVATE WEALTH, LLC
PASADENA PRIVATE WEALTH, LLC

CRD#: 295178 / SEC#: 801-112999

RIA
Registered Investment Advisory firm - (4/27/2018 Approved)
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Contact information

Main Address
2 North Lake Avenue Suite 520, Pasadena, CA 91101
Mailing Address
Phone number
(626) 993-9300
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PASADENA PRIVATE WEALTH PART 2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts1,843
AUM (Assets Under Management)$ 1,268,875,503

Red Flags

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.

Company Information

PASADENA PRIVATE WEALTH, LLC

CRD#: 295178Exeter, CA 93221

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