Asset manager · SAN Diego, CA
Vector3 Wealth Management
SEC-registered investment adviser · CRD 343072 · SEC 801-136646
At a glance
Vector3 Wealth Management is an SEC-registered investment adviser based in SAN Diego, California, with $0 in regulatory assets under management as of its Form ADV filed June 10, 2026. By Form ADV it is a asset manager, ranked 2,978th of 3,218 asset managers and 16,963rd of 17,210 SEC-registered advisers by assets.
Main office 858-771-4700vector3wealth.comAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #2,978 of 3,218
- Rank among all SEC RIAs
- #16,963 of 17,210
- Rank in California
- #1,860 of 1,873
- Clients
- 0
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- John D. PakOwner and CCO
Custody and brokerage
Custodian
Vector3 Wealth Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Disciplinary disclosures
Vector3 Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗vector3wealth.com ↗
AtlasMembers
The full record on Vector3 Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
- Locked
- Growth over one, three and five years
- Locked
- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Vector3 Wealth Management manage?
Vector3 Wealth Management reports $0 in regulatory assets under management, on its Form ADV filed June 10, 2026.
What kind of firm is Vector3 Wealth Management?
Vector3 Wealth Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Does Vector3 Wealth Management have any disciplinary history?
Vector3 Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Vector3 Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →