Adviser Profile
| As of Date | 06/04/2025 |
| Registration status | Registration Changed to PONTA WEALTH PARTNERS, LLC |
| ADV Location | WINTER PARK, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 102,154,809 3878% |
| of that, discretionary | 3,885,167 51% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,675,267 1226% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds