Overview
Assets Under Management: $208 million
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 15
Average Client Assets: $13.7 million
Frequently Asked Questions
PONTA WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330058), PONTA WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
PONTA WEALTH PARTNERS, LLC is headquartered in WINTER PARK, FL.
PONTA WEALTH PARTNERS, LLC serves 15 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, PONTA WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PONTA WEALTH PARTNERS, LLC manages $208 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, PONTA WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.52%
Average Client Assets: $13.7 million
Total Client Accounts: 63
Discretionary Accounts: 63
Regulatory Filings
CRD Number: 330058
Filing ID: 2040986
Last Filing Date: 2026-03-23 16:21:38