Scott Shlecter
Pasadena Private Wealth · Los Angeles, California
Scott Shlecter is a fee-only financial advisor at Pasadena Private Wealth in Los Angeles, California. Scott 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.
Request an introduction to Scott →
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 4810465 |
| Exams passed | Series 65 (2004) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.pasadenaprivatewealth.com |
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Scott
Is Scott Shlecter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott 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 Scott charge for financial advice?
Scott'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 Scott Shlecter based?
Scott Shlecter is based in Los Angeles, California.
What does Scott specialize in?
Scott's specialties include founders (pre-exit), small business owners and family wealth transfer. Scott works with founders, executives and ultra high net worth.
Is Scott Shlecter registered with the SEC?
Yes. Scott Shlecter is registered as an investment adviser representative in CA (CRD 4810465), 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 Scott Shlecter?
Through Scott'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.
See something wrong? Request a correction. Read our methodology.