RIA Intel›Advisers›California›PILLAR POINT WEALTH MANAGEMENT LLC

PILLAR POINT WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in CA
#4,786
of 5,480 advisers by AUM
Average account
$305K
across 24 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ON KEEL CAPITAL LLC
$7M
DEVKOTA CAPITAL ADVISORS LLC
$7M
BDC INVESTMENT ADVISORS, LLC
$7M
OPTIONS TRADING & EDUCATION, LLC
SANTA CLARITA, CA
$7M
JOHN C. FOTI, DBA EXPERIENT PORTFOLIO MANAGEMENT
$7M
-68.7% 1Y
FULLGUARDS FINANCIAL
SANTA CRUZ, CA
$7M

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