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PIVOT POINT ADVISORS, LLC

CRD 130562 · SEC 801-129978

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5959 WEST LOOP SOUTH, SUITE 333, BELLAIRE, TX, 77401, United States

Phone

713-715-7000

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$141.7M

Discretionary AUM

$138.8M

Team

3 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals63$40.0M
High net worth individuals27$101.6M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD