{
  "crd_number": 338392,
  "slug": "pacific-point-wealth-management-carlsbad-ca-338392",
  "primary_business_name": "PACIFIC POINT WEALTH MANAGEMENT",
  "legal_name": "PACIFIC POINT WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Carlsbad",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-03-12",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 6410000.0,
  "raum_discretionary": 6410000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6410000.0,
      "count": 35
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://facebook.com/people/Pacific-Point-Wealth-Management-LLC/61583589435242",
    "https://instagram.com/pacificpointwmgt",
    "https://pacificpointwealthmanagement.com",
    "https://pinterest.com/pacificpointwmgt",
    "https://tiktok.com/@pacificpointwealthmgt",
    "https://x.com/PacificWealth",
    "https://youtube.com/@PacificPointWealthManagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338392",
  "city_as_filed": "CARLSBAD",
  "url": "https://advisorcensus.com/firm/pacific-point-wealth-management-carlsbad-ca-338392",
  "display_name": "Pacific Point Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Pacific Point Wealth Management (CRD 338392): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Pacific Point Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pacific Point Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Pacific Point Wealth Management located?",
      "a": "Pacific Point Wealth Management's principal office is in Carlsbad, CA, according to its Form ADV."
    },
    {
      "q": "Is Pacific Point Wealth Management registered with the SEC or a state?",
      "a": "Pacific Point Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338392."
    },
    {
      "q": "How much does Pacific Point Wealth Management manage?",
      "a": "Pacific Point Wealth Management reports $6,410,000 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Pacific Point Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35)."
    },
    {
      "q": "Does Pacific Point Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Pacific Point Wealth Management's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Employees performing advisory functions went from 4 to 5."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $6,450,550.",
        "Employees performing advisory functions went from 2 to 4."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pacific-point-wealth-management-carlsbad-ca-338392.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 6410000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338392",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}