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ONPOINT FINANCIAL MANAGEMENT LLC
CRD 317214
9454 WILSHIRE BLVD., SUITE 632A, BEVERLY HILLS, CA, 90212, United States
Phone
323-243-9129
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.4M
Discretionary AUM
$5.4M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $1.5M |
| High net worth individuals | 1 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD