Managing Member · Vernal Point Advisors, LLC
Paul W. Morelli
CRD 6150421 · Named on Form ADV at one SEC-registered adviser
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 Paul W. Morelli on its Form ADV as Managing Member, a control person.
Firms and roles
- Vernal Point Advisors, LLCManaging MemberWealth manager · SAN Francisco, CA · $3.9B in regulatory assets
AtlasMembers
Paul’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- 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
- Heidi A. JohnsonChief Compliance Officer, 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
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.