CRD: 336538
Pillar Point Wealth Management LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $842.3K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
GEORGE CHANG
Chief Compliance Officer, PRINCIPAL
- CRD
- #5275124
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Pillar Point Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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