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POINTONE FAMILY OFFICE

MANHATTAN BEACH, CA · CRD 338563 · IAPD ↗ · p1fo.com · (310) 737-2637

$327.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — POINTONE FAMILY OFFICE's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — POINTONE FAMILY OFFICE (MANHATTAN BEACH, CA) is newly SEC-registered (provisional 120-day approval) with $0 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.