Joseph Wade Pitts

Employer firm

Fort Point Capital Partners LLC CRD 146759

$2.89B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  Fort Point Capital Partners Llc
  San Francisco, CA

Other Businesses

1) NAME: GUARDSMEN CHARITY GROUP. TITLE: MEMBER. START DATE: 01/2004. NOT INVESTMENT RELATED. DUTIES: FUNDRAISING. ADDRESS: B 29250, SF, CA 94129. APPROXIMATELY 10 HOURS PER MONTH. 2) RENTAL PROPERTY, SF, CA, LANDLORD. NOT SECURITIES RELATED, NO HOURS DURING TRADING HOURS. 3) NAME: BIG BROTHERS BIG SISTERS OF UTAH. NOT SECURITIES RELATED, NO HOURS DURING TRADING HOURS. APPROXIMATELY 5-10 HOURS/MONTH. 4) NAME: UNITED KRAV MAGA. TITLE: VOLUNTEER INSTRUCTOR. NOT SECURITIES RELATED. NO HOURS DURING TRADING HOURS. APPROXIMATELY 2-5 HOURS/WEEK. 5) AMERICA'S MIGHTY WARRIORS. TITLE: VOLUNTEER (FINANCIAL PLANNER). NOT SECURITIES RELATED. NO HOURS DURING TRADING HOURS. APPROXIMATELY 1-2 HOURS/WEEK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-28
• S63 Uniform Securities Agent State Law Examination
  2007-11-21

Designations

• Certified Financial Planner

Other Names

• Wade B Pitts