Simon Reeves
Pasadena Private Wealth · Irvine, California
Simon Reeves is a fee-only financial advisor at Pasadena Private Wealth in Irvine, California. Simon 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 | Irvine, 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 2835991 |
| Exams passed | Series 65 (2007) · Series 66 (2003) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.pasadenaprivatewealth.com |
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Questions about Simon
Is Simon Reeves a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Simon 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 Simon charge for financial advice?
Simon'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 Simon Reeves based?
Simon Reeves is based in Irvine, California.
What does Simon specialize in?
Simon's specialties include founders (pre-exit), small business owners and family wealth transfer. Simon works with founders, executives and ultra high net worth.
Is Simon Reeves registered with the SEC?
Yes. Simon Reeves is registered as an investment adviser representative in CA (CRD 2835991), 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 Simon Reeves?
Through Simon'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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