Pacific Portfolio Consulting, LLC

Based in the US, Pacific Portfolio Consulting offers specialized financial consulting services, focusing on wealth management and strategic advisory for both individual and corporate clients. Pacific Portfolio Consulting, LLC, founded in 1992, operates out of Seattle, US, providing financial consulting services. The firm has not undergone any significant pivots in its business strategy or operations. The founder's details are not specified, and there are no mentions of subsidiaries or mergers.

The company has completed a total of 1 deal, with its most recent deal dated November 4, 2025. Pacific Portfolio Consulting delivers a wide range of financial advisory services tailored for individual and corporate clients. Their offerings include personalized financial planning, portfolio management, and fiduciary advice, ensuring that clients receive strategic support for their financial decisions. The firm serves a diverse clientele, including high-net-worth individuals, families, and corporate entities across multiple states, thereby extending its services nationwide.

Pacific Portfolio Consulting generates revenue through advisory fees associated with its financial services. The firm's fee structure is based on a fee-for-service model, where fees vary depending on the type and scope of services provided. This includes annual percentage fees based on assets under management and potential fees for financial planning consultations, aligning the firm's interests with those of its clients. In September 2025, Waverly Advisors, LLC, acquired Pacific Portfolio Consulting, LLC.

This acquisition is intended to enhance Waverly Advisors' financial services and increase its presence in the US market. The specifics regarding new products or geographic expansion have not been mentioned, but the acquisition itself is a strategic move to strengthen their overall offerings.