# Pacific Point Wealth Management

> 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.

- CRD: 338392
- Filed as: PACIFIC POINT WEALTH MANAGEMENT
- Legal name: Pacific Point Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carlsbad, CA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338392
- AdvisorCensus page: https://advisorcensus.com/firm/pacific-point-wealth-management-carlsbad-ca-338392

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,410,000
- Discretionary: $6,410,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $6,410,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pacificpointwealthmanagement.com
- Facebook @Pacific-Point-Wealth-Management-LLC
- Instagram @pacificpointwmgt
- Pinterest @pacificpointwmgt
- TikTok @pacificpointwealthmgt
- X @PacificWealth
- YouTube @PacificPointWealthManagement

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Point Wealth Management (CRD 338392): Form ADV filing data as of October 2026.