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VERNAL POINT ADVISORS, LLC

SAN FRANCISCO, CA · CRD 166587 · IAPD ↗ · vernalpoint.com · 415-237-3530

$3.94BRegulatory AUM
8Advisory reps
25Employees
0Clients
11-25Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — VERNAL POINT ADVISORS, LLC reported RAUM up 44% ($2.74B -> $3.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — VERNAL POINT ADVISORS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
74
April 2025 — VERNAL POINT ADVISORS, LLC reported RAUM up 72% ($1.59B -> $2.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — VERNAL POINT ADVISORS, LLC reported RAUM up 36% ($1.17B -> $1.59B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2024 — VERNAL POINT ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.