Pacific Point Wealth Management

EST. AUM
$6,410,000

CONTACTS
2

CLIENT ACCOUNTS
35

Firm Details

Metro area Los Angeles
CRD Number 338392
Website pacificpointwealthmanagement.com
Client types

Overview

Pacific Point Wealth Management is an independent, fiduciary-first SEC-registered investment adviser that provides personalized wealth management and investment guidance for two primary audiences: independent financial advisors nearing retirement who seek a direct, client-friendly exit, and professionals/young investors looking to build wealth with a clear, goal-tied plan. The firm emphasizes client care, transparency, and long-term planning, noting a 90%+ client retention rate and positioning itself as a partner that prioritizes clarity, care, and confidence. For advisors, Pacific Point offers a direct buyout model with flexible transition options; for investors, it provides fiduciary guidance, tax-smart strategies, and customized investment plans supported by a human advisory team rather than automated apps.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Pacific Point Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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