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Los Angeles, CA Hollywood Blvd. Office

Team
Updated today

Client AUM

$463,775,946

Clients

509

Advisors

4

Of 5 advisors across 2 offices

Location

7080 Hollywood Blvd., 7th Floor

Los Angeles CA 90028

Advisors at this office

4

Advisors at this office

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Emily X

CFA®, Series 65

Los Angeles, CA

Dew Point Capital

Emily Xing is a CFA® charterholder and holds a Series 65 license. She is currently with Dew Point Capital and has been in the financial industry for one year. Prior to this, she was the Managing Director at Calistone Capital LLC, a hedge fund general partner, where she managed fund operations. Outside of her advisory role, she holds a California real estate broker license. Dew Point Capital provides fee-based discretionary portfolio management and financial planning to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach based on fundamental and cyclical analysis, offering a range of investment instruments and monitoring accounts at least annually.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Handong Y

Series 65

Los Angeles, CA

Dew Point Capital

Handong Yu is a financial advisor at Dew Point Capital with one year of industry experience. He holds a Series 65 designation and has worked at Dew Point Capital since 2024. Prior to this, he held various roles including positions at StockSwap and the JACCK Foundation for the Arts. Dew Point Capital provides fee-based discretionary portfolio management and financial planning services to individuals, retirement plan sponsors, trusts, estates, charitable organizations, and business entities. The firm uses a custom, strategic allocation approach emphasizing long-term purchase strategies with flexibility for short-term trades under certain market conditions.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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Payton T

Series 65

Los Angeles, CA

Dew Point Capital

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
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David D

Series 66

Los Angeles, CA

Dew Point Capital

David Dietrich is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds the Series 66 designation and previously worked at Advantage Capital Advisors, LLC for five years before joining Dew Point Capital in 2021. In addition to his advisory role, he is licensed as an insurance agent and sells annuities. Dew Point Capital is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based discretionary portfolio management and financial planning, emphasizing strategic asset allocation with fundamental and cyclical analysis and a long-term purchase strategy supplemented by periodic short-term adjustments.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
View complete list of advisors at this office
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