Kevin Lee
Chief Compliance OfficerPacific Point Wealth Advisors, LLCCRD 3143283
About Kevin Lee
Kevin Lee is listed as Chief Compliance 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 Kevin Lee work?
Kevin Lee is listed as Chief Compliance Officer at Pacific Point Wealth Advisors, LLC on SEC Form ADV.
How much of Pacific Point Wealth Advisors, LLC does Kevin Lee own?
Form ADV reports a beneficial ownership band of Under 5%.
Pacific Point Wealth Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |