Poinciana Advisors Group, LLC
Poinciana Advisors Group, LLC is an SEC-registered wealth manager in Palm Beach Gardens, FL with $396.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Poinciana Advisors Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137423, SEC 801-118568, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $396.0M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Palm Beach Gardens, FL
- Employees
- 2
- Clients
- 112
- CRD
- 137423
- Ownership
- SMITH, MATTHEW, CURTIS; STOHLMAN, MATTHEW, SCOTT; ANGELL, JOSHUA, BARRON; THE BARRONS GROUP, LLC; ELLRICH, JR., WILLIAM, D.
How much AUM does Poinciana Advisors Group, LLC have?
Poinciana Advisors Group, LLC reported $396.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Poinciana Advisors Group, LLC?
Disclosed owners and executives of Poinciana Advisors Group, LLC include SMITH, MATTHEW, CURTIS, STOHLMAN, MATTHEW, SCOTT, ANGELL, JOSHUA, BARRON, THE BARRONS GROUP, LLC, ELLRICH, JR., WILLIAM, D.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.