CRD: 338392
Pacific Point Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-2025
- Office Locations
- 1
Office Locations
About Pacific Point Wealth Management
Pacific Point Wealth Management is an independent, fiduciary RIA in Southern California serving two niches: retiring independent advisors seeking a direct succession/buyout with a dedicated transition team and 90%+ client-retention guarantee, and young professionals building wealth. The firm provides financial planning, goal-based investment management, and tax-smart strategies, with client access via Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Ryan Steven Gorski
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6327664
- Ownership
- 50% but less than 75%
BEN THOMAS MCCOLLUM
Managing Member
- CRD
- #6087460
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
James Curran
--
- CRD
- #6569802
John Anthony Lacey
CERTIFIED FINANCIAL PLANNER(tm)
- CRD
- #1264017
Optima crest
North foundation
- CRD
- #74127
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,410,000 | $169,751 |
| Non-Discretionary | $0 | -- |
| Total | $6,410,000 | $169,751 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $6,410,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $866,658,186 | 18.9% |
| Public Funds | $1,261,010,589 | 27.5% |
| Cash | $898,756,638 | 19.6% |
| U.S. Government/Agency | $1,559,067,637 | 34.0% |
| Total | $4,585,493,050 | 100.0% |