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PACIFIC POINT ADVISORS, LLC

SAN DIEGO, CA · CRD 310731 · IAPD ↗ · 858-356-6600

$389.6MRegulatory AUM
6Advisory reps
9Employees
3Clients
0Planning clients
2Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — PACIFIC POINT ADVISORS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
January 2026 — PACIFIC POINT ADVISORS, LLC moved its main office from RANCHO SANTA FE, CA to SAN DIEGO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
28
April 2025 — PACIFIC POINT ADVISORS, LLC changed its website from pacificpointwm.com to pacificpointcapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — PACIFIC POINT ADVISORS, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — PACIFIC POINT ADVISORS, LLC reported RAUM up 63% ($212.2M -> $345.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — PACIFIC POINT ADVISORS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — PACIFIC POINT ADVISORS, LLC reported RAUM up 43% ($148.5M -> $212.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — PACIFIC POINT ADVISORS, LLC now reports custody of client assets ($61.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
February 2024 — PACIFIC POINT ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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