Geert Criel
Pasadena Private Wealth · Los Angeles, California
Geert Criel is a fee-only financial advisor at Pasadena Private Wealth in Los Angeles, California. Geert 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 | Los Angeles, 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 7644792 |
| Exams passed | Series 65 (2021) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.pasadenaprivatewealth.com |
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Questions about Geert
Is Geert Criel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geert 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 Geert charge for financial advice?
Geert'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 Geert Criel based?
Geert Criel is based in Los Angeles, California.
What does Geert specialize in?
Geert's specialties include founders (pre-exit), small business owners and family wealth transfer. Geert works with founders, executives and ultra high net worth.
Is Geert Criel registered with the SEC?
Yes. Geert Criel is registered as an investment adviser representative in CA (CRD 7644792), 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 Geert Criel?
Through Geert'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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