Unclaimed Profile

Steven Michael Pitchford

TOWERPOINT WEALTH, LLC·SACRAMENTO, California

Series 65Clean record12 years registeredTOWERPOINT WEALTH, LLC

500 CAPITOL MALL, SACRAMENTO, CA 95814CRD# 5687306Firm CRD# 288593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Michael Pitchford · SACRAMENTO, CA

Registration

CRD #5687306 · TOWERPOINT WEALTH, LLC · 12 years registered

Brand Profile

Not yet started

Career History

TOWERPOINT WEALTH, LLC

Jan 2018 – present

B|O|S

Sep 2015 – Feb 2017

SAN FRANCISCO, CA

WETHERBY ASSET MANAGEMENT

Jul 2014 – Sep 2015

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 15, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWERPOINT WEALTH, LLC

CRD 288593 · SEC 801-110596

AUM

$419M

Regulatory assets under management

Employees

1,320 client accounts

Services offered by TOWERPOINT WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TOWERPOINT WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Michael Pitchford offer?

Steven Michael Pitchford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.

What are Steven Michael Pitchford's credentials?

Steven Michael Pitchford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Michael Pitchford located?

Steven Michael Pitchford is based in SACRAMENTO, California, working with TOWERPOINT WEALTH, LLC. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.

How does Steven Michael Pitchford charge for services?

Steven Michael Pitchford's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOWERPOINT WEALTH, LLC?

TOWERPOINT WEALTH, LLC has approximately 8 employees and manages $419M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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