Use the following forms to manage your account(s).
Accounts with Pacific Wealth Management, LLC / Pershing Advisor Solutions, LLC
Form ADV Part 2A – Pacific Wealth Management Investment Advisor Brochure
ACH – Automatic Deposit / Withdrawal (PAS)
IRA – Distribution Form (PAS)
WIRE – Federal Fund Wire Request (PAS)
PROFILE – Investment Objective Change
Accounts with Pacific Wealth Management, LLC / Girard Securities, Inc