Pacific Point Wealth Management, LLC
CRD 338392SEC# 801-134417Carlsbad, CA
No longer SEC-registered. Pacific Point Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$6.5M
Employees
5
Accounts
38
Location
Carlsbad, CA
Pacific Point Wealth Management, LLC assets under management
Pacific Point Wealth Management, LLC is an SEC-registered investment adviser based in Carlsbad, CA. It reports $6.5 million in regulatory assets under management and employs 5 people.
Pacific Point Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ben Thomas McCollum Control | Managing Member | 50-75% | 2025 |
| Ryan Steven Gorski Control | Managing Member, Chief Compliance Officer, Chief Executive Officer | 50-75% | 2025 |
Frequently asked questions
How much does Pacific Point Wealth Management, LLC manage?
Pacific Point Wealth Management, LLC reports $6.5 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Point Wealth Management, LLC have?
Pacific Point Wealth Management, LLC reports 5 employees.
Where is Pacific Point Wealth Management, LLC located?
Pacific Point Wealth Management, LLC is based in Carlsbad, CA.
Does Pacific Point Wealth Management, LLC disclose fund performance?
Pacific Point Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6125 Paseo del Norte, Carlsbad, CA 92011 |
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$6.5MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$6.5Mregulatory AUM
Discretionary $6.5M