Vernal Point Advisors, LLC

Vernal Point Advisors, LLC (CRD# 166587) is a financial advisory firm headquartered in San Francisco, CA. They manage $168,800,000 in 136 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $1,241,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, KY, TX

Financial Advisors at Vernal Point Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Leigh M. Shimamoto
CRD#: 3239255
235 Montgomery Street, Suite 1120, San Francisco, CA 94104
96
Wealthminder
score

Leigh Shimamoto (CRD# 3239255) is an Investment Advisor Representative working at Vernal Point Advisors, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. Leigh Shimamoto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Angeles Gottheil
CRD#: 5763717
235 Montgomery Street, Suite 1120, San Francisco, CA 94104
93
Wealthminder
score

Angeles Gottheil (CRD# 5763717) is an Investment Advisor Representative working at Vernal Point Advisors, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

3
Michael J. Lewis
CRD#: 6524616
235 Montgomery Street, Suite 1120, San Francisco, CA 94104
90
Wealthminder
score

Michael Lewis (CRD# 6524616) is an Investment Advisor Representative working at Vernal Point Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Michael Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paul W. Morelli
CRD#: 6150421
235 Montgomery Street, Suite 1120, San Francisco, CA 94104
90
Wealthminder
score

Paul Morelli (CRD# 6150421) is an Investment Advisor Representative working at Vernal Point Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry. Paul Morelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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