Pacific Point Wealth Management

Overview

Pacific Point Wealth Management is an independent, California-based limited liability advisory firm that provides financial planning and portfolio management for individuals and small-business owners. The firm operates on a percentage-of-AUM fee model and is owned by an individual principal. Pacific Point is SEC-registered (registered in 2025) and positions itself as a traditional wealth manager focused on discretionary portfolio management and planning rather than institutional consulting or capital allocation. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices