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L2 POINT MANAGEMENT LLC

SAN FRANCISCO, CA · CRD 317924 · IAPD ↗ · l2-point.com · (919) 452-0172

$622.5MRegulatory AUM
7Advisory reps
10Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — L2 POINT MANAGEMENT LLC grew from 3 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2025 — L2 POINT MANAGEMENT LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — L2 POINT MANAGEMENT LLC crossed $500M in regulatory AUM ($411.2M -> $589.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2024 — L2 POINT MANAGEMENT LLC reported RAUM up 149% ($158.5M -> $395.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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