PPrivate Fund Data Log in Join · $37/mo

Peter Paul Kozak

Managing Member, Chief Compliance OfficerBrightpath Wealth Planning, LLCCRD 2765784

About Peter Paul Kozak

Peter Paul Kozak is listed as Managing Member, Chief Compliance Officer at Brightpath Wealth Planning, LLC in Camarillo, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Brightpath Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Peter Paul Kozak work?

Peter Paul Kozak is listed as Managing Member, Chief Compliance Officer at Brightpath Wealth Planning, LLC on SEC Form ADV.

How much of Brightpath Wealth Planning, LLC does Peter Paul Kozak own?

Form ADV reports a beneficial ownership band of Over 75%.

Brightpath Wealth Planning, LLC

TitleManaging Member, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2011
View Brightpath Wealth Planning, LLC →