Amandeep Bhangu
Pacifica Partners · Surrey, Washington
Amandeep Bhangu is a fee-only financial advisor at Pacifica Partners in Surrey, Washington, who holds the CFA credential. Amandeep charges a percentage of assets and hourly fees and focuses on cross-border (US / Canada), sustainable & impact investing and family wealth transfer.
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Specialties
Who they serve
- Cross-border families
- Canadians in the US
- Multi-generational families
- Physicians
- Executives
- Retirees
Facts
| Firm | Pacifica Partners |
|---|---|
| Based in | Surrey, Washington |
| Fee model | Percentage of assets · Hourly |
| Works virtually | Yes |
| Assets under management | $128.2M across 414 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 5730244 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.pacificapartners.com |
| Profile |
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Questions about Amandeep
Is Amandeep Bhangu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amandeep holds no broker registration, and Pacifica Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amandeep charge for financial advice?
Amandeep charges a percentage of assets and hourly fees.
Does Amandeep work with clients virtually?
Yes. Pacifica Partners says on its website that it works with clients remotely.
Where is Amandeep Bhangu based?
Amandeep Bhangu is based in Surrey, Washington.
What does Amandeep specialize in?
Amandeep's specialties include cross-border (US / Canada), sustainable & impact investing, family wealth transfer, physicians & residents and small business owners. Amandeep works with cross-border families, Canadians in the US, multi-generational families, physicians and executives.
What credentials does Amandeep Bhangu hold?
Amandeep Bhangu holds the CFA credential.
Is Amandeep Bhangu registered with the SEC?
Yes. Amandeep Bhangu is registered as an investment adviser representative in WA (CRD 5730244), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacifica Partners manage?
Pacifica Partners reports $128.2M across 414 accounts in assets under management.
How do I contact Amandeep Bhangu?
Through Amandeep's website, www.pacificapartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pacifica Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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