Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
1,883 clients
Average Client Portfolio
$297K average
Assets Under Management
$559.3M

Fee Structure

Financial Planning:Investment management only
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Location

2240 Encinitas Blvd Ste D #421, Encinitas, CA, 92024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a Principal at Vector3Wealth dba of Golden State Equity Partners, an investment-related activity. This takes nearly full-time.

Employment History
Current Registrations
Ascentis Asset Management, LLC
March 2025 - Present · 11 mos
Golden State Equity Partners, LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Golden State Equity Advisors, LLC
October 2020 - September 2022 · 1 yr 11 mos
Edge Wealth Management, LLC
November 2009 - October 2020 · 10 yrs 11 mos
Midanek/pak Advisors, LLC
March 2004 - June 2008 · 4 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
John David Pak - Financial Advisor | TrueAdvisor