Sheri J Lejman
Chief Financial OfficerPacific Point Wealth Advisors, LLCCRD 6406038
About Sheri J Lejman
Sheri J Lejman is listed as Chief Financial 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 Sheri J Lejman work?
Sheri J Lejman is listed as Chief Financial Officer at Pacific Point Wealth Advisors, LLC on SEC Form ADV.
How much of Pacific Point Wealth Advisors, LLC does Sheri J Lejman own?
Form ADV reports a beneficial ownership band of Under 5%.
Pacific Point Wealth Advisors, LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |