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PACIFIC POINT WEALTH MANAGEMENT
PACIFIC POINT WEALTH MANAGEMENT, LLC
CRD 338392 · SEC 801-134417
6125 PASEO DEL NORTE, CARLSBAD, CA, 92011, United States
Phone
(858)-248-7054
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.4M
Discretionary AUM
$6.4M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $6.4M |
All web addresses on file
- https://www.instagram.com/pacificpointwmgt/
- https://www.facebook.com/people/Pacific-Point-Wealth-Management-LLC/61583589435242/
- https://pacificpointwealthmanagement.com/
- https://www.youtube.com/@PacificPointWealthManagement
- https://x.com/PacificWealth
- https://www.pinterest.com/pacificpointwmgt/
- https://www.tiktok.com/@pacificpointwealthmgt
Official SEC filing: View on IAPD