Pacific Point Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 338392
· SEC file 801-134417
· Carlsbad, CA
· www.instagram.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $6.4M
- Discretionary
- $6.4M
- Clients
- 35
- Avg AUM / client
- $183K
- Accounts
- 35
- Employees
- 5
AUM over time
$0
$6.5M
Aug 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $6.4M | 100.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ben Thomas Mccollum | Registered representative | Oct 2025 (1y) | ||
| Ryan Steven Gorski | Registered representative | Oct 2025 (1y) | ||
| Matthew David Marchand | Registered representative | Oct 2025 (1y) | ||
| James Curran | Registered representative | Dec 2025 (1y) | ||
| John Anthony Lacey | Registered representative | CFP | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $6.4M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗