Juncture Wealth Strategies, LLC
Juncture Wealth Strategies, LLC is an SEC-registered wealth manager in Scottsdale, AZ with $473.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Juncture Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298110, SEC 801-113927, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $473.6M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 11
- Clients
- 462
- CRD
- 298110
- Ownership
- JUNCTURE, INC.; HAINES, BRADLEY, JAMES; BARKER, JACK, ANDREW; RHONEMUS, BARRY, SCOTT
How much AUM does Juncture Wealth Strategies, LLC have?
Juncture Wealth Strategies, LLC reported $473.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Juncture Wealth Strategies, LLC?
Disclosed owners and executives of Juncture Wealth Strategies, LLC include JUNCTURE, INC., HAINES, BRADLEY, JAMES, BARKER, JACK, ANDREW, RHONEMUS, BARRY, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.