|
⚲
|
| Keyboard |
| Crosspoint Financial LLC
✚
|
|
|---|---|
| CRD # | 286443 |
| SEC # | 801-123648 |
| CIK # | 0001927769 |
| AUM | 157.1 M (2026-03-24) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 714-617-4463 |
| Address | 14471 Chambers Road Tustin, CA 92780 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.5 | ||
| Perth MINT Physical Gold ETF | 0.4 | ||
| Facebook Inc | 0.4 | ||
| East West Bancorp Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 28.5 |
| (b) Individuals (high net worth individuals) | 117 | 128.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 282 | 157.1 |
| By Discretionary | ||
| Discretionary | 282 | 157.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 282 | 157.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.1 | |
| Total | 282 | 157.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001927769] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Waypoints Financial LLC
✚
|
FL | 157.7 M |
|
Outfitters Financial LLC
✚
|
ME | 157.7 M |
|
Georgia Wealth Partners LLC
✚
|
GA | 157.5 M |
|
Vested Financial Planning LLC
✚
|
157.2 M | |
|
Finec Asset Management LLC
✚
|
CA | 157.0 M |
|
Lifestyle Freedom Advisory Group LLC
✚
|
FL | 156.8 M |
|
SIMA Wealth Partners LLC
✚
|
VA | 156.7 M |
|
DWV Advisors LLC
✚
|
VT | 156.6 M |
|
401K Generation
✚
|
FL | 156.4 M |
|
JK Private Wealth LLC
✚
|
CT | 156.4 M |