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La Pointe Wealth AdvisorsFinancial advisor in Temecula, CA

La Pointe Wealth Advisors is a financial advisor at 43980 Margarita Rd #201, Temecula, CA 92592, ranked #29 of 91 financial advisors in Temecula and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Temecula, CAUpdated 0 paid placements in any rankingHow we rank

Call (951) 694-3537Website ↗

Key facts

Key facts about La Pointe Wealth Advisors
Address43980 Margarita Rd #201, Temecula, CA 92592Get directions
Phone(951) 694-3537
Websitelapointewealth.com
HoursMonday to Thursday: 8 AM – 4:30 PM; Friday: 8 AM – 3:30 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Temecula and 11 towns within 25 miles: Murrieta, Fallbrook, Wildomar, Sun City, Canyon Lake, Menifee, Lakeland Village, Lake Elsinore, Hemet, East Hemet and Vista.

Based in Temecula, CAView on map

Opening hours

Opening hours for La Pointe Wealth Advisors
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 3:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about La Pointe Wealth Advisors

How is La Pointe Wealth Advisors ranked in Temecula?

La Pointe Wealth Advisors is ranked #29 of 91 financial advisors in Temecula by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are La Pointe Wealth Advisors’ hours?

La Pointe Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4:30 PM; Friday, 8 AM – 3:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does La Pointe Wealth Advisors serve?

Serves Temecula and 11 towns within 25 miles: Murrieta, Fallbrook, Wildomar, Sun City, Canyon Lake, Menifee, Lakeland Village, Lake Elsinore, Hemet, East Hemet and Vista. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about La Pointe Wealth Advisors?

La Pointe Wealth Advisors has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact La Pointe Wealth Advisors?

Call La Pointe Wealth Advisors on (951) 694-3537. The business is at 43980 Margarita Rd #201, Temecula, CA 92592. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

La Pointe Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
La Pointe Wealth Advisors (this business)—635.0 (5)NoNo
BealsBooks, Inc.#27635.0 (8)NoNo7.4 mi
Pedro Ramon Carreon: Primerica - Financial Services#28635.0 (20)YesNo18.8 mi
Sexton Advisory Group#30635.0 (5)——4.7 mi

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