Charles Coleman
Pasadena Private Wealth · Pasadena, California
Charles Coleman is a fee-only financial advisor at Pasadena Private Wealth in Pasadena, California. Charles focuses on founders (pre-exit), small business owners and family wealth transfer. Pasadena Private Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | Pasadena Private Wealth |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.62B across 2,124 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5953604 |
| Exams passed | Series 65 (2013) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.pasadenaprivatewealth.com |
| Profile |
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Questions about Charles
Is Charles Coleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Pasadena Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Pasadena Private Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Charles Coleman based?
Charles Coleman is based in Pasadena, California.
What does Charles specialize in?
Charles's specialties include founders (pre-exit), small business owners and family wealth transfer. Charles works with founders, executives and ultra high net worth.
Is Charles Coleman registered with the SEC?
Yes. Charles Coleman is registered as an investment adviser representative in CA (CRD 5953604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pasadena Private Wealth manage?
Pasadena Private Wealth reports $1.62B across 2,124 accounts in assets under management.
How do I contact Charles Coleman?
Through Charles's website, www.pasadenaprivatewealth.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
- Pasadena Private Wealth 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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