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Building 2PONTA WEALTH PARTNERS, LLC

Map pinWINTER PARK, FL
Phone407-490-4820
NotebookSEC #801-132915
Total AUM
$208.4M
Employees
2
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 GARFIELD AVE
SUITE 200
WINTER PARK
FL 32789
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
407-490-4820

ReceiptFinancials

Total AUM
$208.4M
Accounts
63
Discretionary
$208.4M
Accounts
63
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$3.1M
HNW Individual Clients
15
AUM
$205.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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