TOWERPOINT WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$561,286,844
Discretionary
$559,940,047
Non-discretionary
$1,346,797
Firm details
- CRD number
- 288593
- SEC file number
- 801-110596
- Main office
- SACRAMENTO, CA, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.