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Pacific Point Wealth Management
Filed as PACIFIC POINT WEALTH MANAGEMENT · Legal name Pacific Point Wealth Management, LLC
Pacific Point Wealth Management is a state-registered investment advisory firm in Carlsbad, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.
Quick answers
From the filingHow is Pacific Point Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Pacific Point Wealth Management reports these compensation arrangements: a percentage of assets under its management.
Where is Pacific Point Wealth Management located?
Pacific Point Wealth Management's principal office is in Carlsbad, CA, according to its Form ADV.
Is Pacific Point Wealth Management registered with the SEC or a state?
Pacific Point Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338392.
How much does Pacific Point Wealth Management manage?
Pacific Point Wealth Management reports $6,410,000 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).
What types of clients does Pacific Point Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35).
Does Pacific Point Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338392
What changed in Pacific Point Wealth Management's recent Form ADV filings?
In the February 2026 filing data: Employees performing advisory functions went from 4 to 5.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$6,410,000 as of October 2026, filing dated September 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Pacific Point Wealth Management, LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2026 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- February 2026
- Employees performing advisory functions went from 4 to 5.
- January 2026
- Regulatory assets under management went from $0 to $6,450,550.
- Employees performing advisory functions went from 2 to 4.
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Pacific Point Wealth Management (CRD 338392): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pacific-point-wealth-management-carlsbad-ca-338392