PILLAR POINT WEALTH MANAGEMENT LLC

PILLAR POINT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 336538). Regulatory assets under management: $5.1M.

Registration

• CRD: 336538
• Type: Registered investment adviser
• Phone: (415) 295-2333
• Latest filing: 2026-02-10
• Regulatory AUM: $5.1M
• Discretionary AUM: $5.1M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336538 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search