CRD: 336538
Pillar Point Wealth Management LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-03-2025
- Office Locations
- 1
Office Locations
About Pillar Point Wealth Management LLC
Pillar Point Wealth Management is a San Francisco Bay Area RIA providing financial planning and ongoing wealth management for physicians (including Kaiser Permanente), professionals, and families navigating major life transitions. Portfolios are built around strategic asset allocation with a focus on low-cost and tax-efficient implementation. Founded by former Charles Schwab Managing Director George Chang; client portal access via Schwab and RightCapital.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEORGE CHANG
Chief Compliance Officer, PRINCIPAL
- CRD
- #5275124
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,053,724 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,053,724 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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