Matthew D. Marchand
Professional summary
Matthew David Marchand, who also goes by Matt Marchard, Matthew David Marchard, Matthew Marchard, is a registered financial advisor currently at PACIFIC POINT WEALTH MANAGEMENT located in Carlsbad, California.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Matthew has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Marchand's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2025 - Present
PACIFIC POINT WEALTH MANAGEMENT
Office #1: 6125 Paseo Del Norte, Carlsbad, CA 92011July 23, 2025 - October 6, 2025
X ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/13/2025)
Current Firm
PACIFIC POINT WEALTH MANAGEMENT
CRD#: 338392 / SEC#: 801-134417
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 6,450,550 |
Red Flags
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