← Tributary

PIVOT POINT ADVISORS, LLC

BELLAIRE, TX · CRD 130562 · IAPD ↗ · 713-715-7000

$141.7MRegulatory AUM
2Advisory reps
3Employees
4Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — PIVOT POINT ADVISORS, LLC (BELLAIRE, TX) is newly SEC-registered with $120.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.