PONTA WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$214,265,118
Discretionary
$214,265,118
Non-discretionary
$0
Firm details
- CRD number
- 330058
- SEC file number
- 801-132915
- Main office
- WINTER PARK, FL, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://pontawealth.com/
- Fee structure
-
Percentage of AUM
As of November 2026.