POINT B PLANNING, LLC
Doing business as ATWOB. SEC Form ADV profile.
Total regulatory AUM
$113,875,858
Discretionary
$90,312,991
Non-discretionary
$23,562,867
Firm details
- CRD number
- 172961
- SEC file number
- 801-118588
- Main office
- KATONAH, NY, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.TODAY2B.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.