Adam Brett Simon
Chief Operating OfficerPacific Point Wealth Advisors, LLCCRD 3271414
About Adam Brett Simon
Adam Brett Simon is listed as Chief Operating Officer at Pacific Point Wealth Advisors, LLC in Anaheim, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Pacific Point Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Adam Brett Simon work?
Adam Brett Simon is listed as Chief Operating Officer at Pacific Point Wealth Advisors, LLC on SEC Form ADV.
How much of Pacific Point Wealth Advisors, LLC does Adam Brett Simon own?
Form ADV reports a beneficial ownership band of Under 5%.
Pacific Point Wealth Advisors, LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |