Pacific Point Wealth Advisors, LLC
CRD 341764SEC# 801-137701Anaheim, CA
No longer SEC-registered. Pacific Point Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
9
Accounts
—
Location
Anaheim, CA
Pacific Point Wealth Advisors, LLC assets under management
Pacific Point Wealth Advisors, LLC is an SEC-registered investment adviser based in Anaheim, CA. It employs 9 people.
Pacific Point Wealth Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Brett Simon Control | Chief Operating Officer | Under 5% | 2025 |
| James Ronald Sr King Control | Director | Under 5% | 2025 |
| Jerome Victor Duhovic Control | Chief Executive Officer | Under 5% | 2025 |
| Kevin Lee Control | Chief Compliance Officer | Under 5% | 2025 |
| Paul J King | Chairman | Under 5% | 2026 |
| Sheri J Lejman Control | Chief Financial Officer | Under 5% | 2025 |
| The Federation of Financial Services, Inc. Control | Owner | Over 75% | 2025 |
| Westley Hayes King Control | President | Under 5% | 2026 |
| James Ronald Sr King Control | Shareholder | 50-75% | 2002 |
| Jerome Victor Duhovic Control | Shareholder | 25-50% | 2007 |
Frequently asked questions
How many employees does Pacific Point Wealth Advisors, LLC have?
Pacific Point Wealth Advisors, LLC reports 9 employees.
Where is Pacific Point Wealth Advisors, LLC located?
Pacific Point Wealth Advisors, LLC is based in Anaheim, CA.
Does Pacific Point Wealth Advisors, LLC disclose fund performance?
Pacific Point Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2300 E. Katella Avenue, Suite 200, Anaheim, CA 92806 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 43%
More than 57% of 16,799 advisers