Vector3 Wealth Management

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
San Diego, California
CRD number
343072
Registered since
July 6, 2026
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Vector3 Wealth Management is a sole proprietorship advisory firm that registered with the SEC in 2026. The firm is classified as an unclassified adviser and is identified as a newly formed practice. Its client-facing activities focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm's revenue model is a percentage-of-assets-under-management fee. Vector3 does not report activity as a capital allocator, is not positioned as a pension consultant, and is not listed as a related adviser. It is not an active ESG investor and is not identified as a multi-state adviser. Public filings and the snapshot data indicate the firm is in start-up phase and has not yet reported client accounts or assets. A single office location is recorded for the firm.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • John Pak

    John Pak

    PrincipalCRD 2741277

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
4660 Lane Jolla Vlg Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth