PACIFIC POINT WEALTH MANAGEMENT

Overview

Pacific Point Wealth Management is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s practice centers on financial planning and discretionary portfolio management for individuals, families and small-business owners, charging fees based on a percentage of assets under management. Its investment posture is equity‑tilted: the adviser favors exchange‑traded equities as the primary vehicle for building client portfolios, while supplementing core holdings with mutual funds and selectively accessing third‑party alternative managers. The firm is not positioned as an ESG specialist, does not describe itself as a multi‑state adviser, and focuses on a client base made up of individual and family relationships rather than institutional mandates. Client servicing and custody are routed through Charles Schwab & Co., Inc., which currently holds the firm’s assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices