Chief Compliance Officer · Vernal Point Advisors, LLC
Heidi A. Johnson
CRD 2443764 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Vernal Point Advisors, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $3.9 billion in regulatory assets, lists Heidi A. Johnson on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Heidi at 1 other registered adviser.
Firms and roles
- Vernal Point Advisors, LLCChief Compliance OfficerWealth manager · SAN Francisco, CA · $3.9B in regulatory assets
- Fort Point Capital Partners LLCChief Compliance OfficerWealth manager · SAN Francisco, CA · $2.9B in regulatory assets
AtlasMembers
Heidi’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Paul W. MorelliManaging Member, Vernal Point Advisors, LLC
- John E. TurcikMember, Vernal Point Advisors, LLC
- Mark D. GuinneyMember / Chief Investment Officer, Vernal Point Advisors, LLC
- Evan J. WangMember, Vernal Point Advisors, LLC
- Ralph M. DrybroughManaging Member, Fort Point Capital Partners LLC
5 more people named with Heidi on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Heidi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.