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| Pacific Point Wealth Management LLC
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|---|---|
| CRD # | 338392 |
| SEC # | 801-134417 |
| CIK # | |
| AUM | $6.5 M (2026-01-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 858-248-7054 |
| Address | 6215 Paseo del Norte Carlsbad, CA 92011 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 6.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 6.5 |
| By Discretionary | ||
| Discretionary | 38 | 6.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 38 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 38 | 6.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
US Cherry LLC
✚
|
FL | 0.0 |
|
Agustoni Emanuele Guiseppe
✚
|
0.0 | |
|
Access Softek Advisory Services LLC
✚
|
IL | 0.0 |
|
Aspire Wealth Advisory Group LLC
✚
|
NY | 0.0 |
|
Sauberan & Company LLC
✚
|
NY | 0.0 |
|
Cynosure Portfolio Advisors LLC
✚
|
UT | 0.0 |
|
St Louis Financial Planners Inc
✚
|
MO | 0.0 |
|
Revolut Wealth Inc
✚
|
NY | 0.0 |
|
W&S Advisory Services LLC
✚
|
OH | 0.0 |
|
QuantCore Capital Management LLC
✚
|
0.0 |