Ponta Wealth Partners, LLC
Ponta Wealth Partners, LLC is an SEC-registered wealth manager in Winter Park, FL with $208.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ponta Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330058, SEC 801-132915, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $208.4M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Winter Park, FL
- Employees
- 2
- Clients
- 23
- CRD
- 330058
- Ownership
- Francis, Scott, Edward; BURROW, ROBERT, ANDREW
How much AUM does Ponta Wealth Partners, LLC have?
Ponta Wealth Partners, LLC reported $208.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Ponta Wealth Partners, LLC?
Disclosed owners and executives of Ponta Wealth Partners, LLC include Francis, Scott, Edward, BURROW, ROBERT, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.