Top Wealth + Best-in-State · rank 1 · Newport Beach, California · listed firm: Pence Wealth Management
Identity & firm
- Firm — Pence Wealth Management (high)
- “Laila Pence, CFP®, is the President of Pence Wealth Management, a Registered Investment Advisory firm.” — firm_official
- Parent company — LPL Financial (high)
- “She is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.” — firm_official
- Firm type — hybrid_ria (medium)
- “As of 6/30/2024, the total assets serviced by PWM through LPL Financial consist of over $1.93 billion in advisory and $151 million in brokerage assets.” — firm_official
- “LAILA SOBHI MARSHALL-PENCE - Broker at LPL FINANCIAL” — sec_finra_regulatory
- Team name — Pence Wealth Management (high)
- “As a Pence Wealth Managment client, you will have a team of professionals dedicated to helping you achieve your goals.” — firm_official
- Team size — 29 (medium)
- “As a Pence Wealth Managment client, you will have a team of professionals dedicated to helping you achieve your goals.” — firm_official
- CRD — 710521 (medium)
- “LAILA SOBHI MARSHALL-PENCE - Broker at LPL FINANCIAL” — sec_finra_regulatory
- Years experience — 35 (high)
- “spent more than 35 years in the wealth management industry” — professional_press
- “Helping you plan for your dreams for over 35 years.” — firm_official
- Designations — CFP, AIF (high)
- “Laila Pence, CFP®, AIF®” — firm_official
Book of business
- Team AUM ($M) — 2500 (high)
- “Team Assets: "$2.5B" as of June 2025” — forbes_shook
- “$2.8 billion in assets under management as of 7/1/2026” — professional_press
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size: "$500K" for new business” — forbes_shook
- Typical client net worth ($M) — 30 (medium)
- “Typical Net Worth of Relationships: "$1-30M"” — forbes_shook
- Client niche — high-net-worth individuals and business owners seeking retirement income and tax-efficient planning (high)
- “She focuses on wealth planning for individuals and businesses, retirement income planning, and tax-efficient asset allocation strategies aligned with client risk tolerance.” — firm_official
- Custodians — gap: not_public
- Fee model — fee_plus_commission (medium)
- “As of 6/30/2024, the total assets serviced by PWM through LPL Financial consist of over $1.93 billion in advisory and $151 million in brokerage assets.” — firm_official
Positioning & marketing
- Website url — https://pencewealthmanagement.com/ (high)
- “Helping you plan for your dreams for over 35 years. We're in the business of helping people pursue their dreams.” — firm_official
- Value proposition (verbatim) — Helping you plan for your dreams for over 35 years. We're in the business of helping people pursue their dreams. (high)
- “Helping you plan for your dreams for over 35 years. We're in the business of helping people pursue their dreams.” — firm_official
- “Laila's definition of success is to make a difference in her client's lives by taking them to the next level in creating and maintaining their wealth.” — firm_official
- Differentiators — Privately-held, independent wealth management firm, Proprietary "CHOKE-POINT INVESTING™" strategy, Tax-efficient planning: "not about how much you make, it's about how much you keep", Multilingual team speaking nine languages, "As the #11 Top RIA Firm in the country" (high)
- “As the #11 Top RIA Firm in the country” — firm_official
- “not about how much you make, it's about how much you keep” — firm_official
- Content marketing — active (high)
- “Pence Perspective | Commentary Ep. 3 - Pence Wealth Management” — firm_official
- Has podcast — no (low)
- “Pence Perspective | Commentary Ep. 3 - Pence Wealth Management” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/lailapence/ (high)
- “Laila Pence - Pence Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Laila Pence is a wealth advisor at Pence Wealth Management in Newport Beach, California, with 2,000+ followers and 500+ connections.” — social_or_third_party_db
- Press awards — Barron's 2026 Top 100 Women Financial Advisors — No. 16, Barron's Hall of Fame inductee (2019), Financial Times top advisor recognition, Top RIA Firm ranking — #11 in the country (firm-level) (high)
- “Laila Pence, CFP, has been ranked No. 16 in the nation on Barron's 2026 list of the Top 100 Women Financial Advisors” — professional_press
- “inducted into the Barron's Hall of Fame in 2019” — professional_press
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://pencewealthmanagement.com/wp-content/uploads/2019/12/pense-wealth-management.png (high)
- Visual brand notes — Navy/dark-blue primary with white accents; clean professional sans-serif type; standalone "P" monogram mark alongside full wordmark. (medium)
