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PACIFIC POINT WEALTH MANAGEMENT, LLC, CRD 338392
CARLSBAD, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BEN THOMAS MCCOLLUM | n/a | CARLSBAD, CA | 0 | 11 | 3 | no |
| Ryan Steven Gorski | n/a | CARLSBAD, CA | 0 | 11 | 3 | no |
| Matthew David Marchand | n/a | CARLSBAD, CA | 0 | 13 | 1 | no |
| James Curran | n/a | CARLSBAD, CA | 0 | 12 | 3 | no |
| John Anthony Lacey | Certified Financial Planner | CARLSBAD, CA | 0 | 31 | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 30, 2026 | $6.5M | $6.5M | 5 | 5 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 5 | 0 | 5 | 0.0% | 0 | 0 | 0 | 5 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $6.5M | n/a | n/a | n/a | n/a | 5 | n/a | 0 | n/a |