PPrivate Fund Data Log in Join · $37/mo

Juncture Wealth Strategies, LLC

● SEC registered since 2018CRD 298110SEC# 801-113927Scottsdale, AZ
Export (members)
Reg. AUM
$409.6M
Employees
10
Accounts
1,049
Location
Scottsdale, AZ

Juncture Wealth Strategies, LLC assets under management

Juncture Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2018. It reports $409.6 million in regulatory assets under management and employs 10 people.
www.juncturewealth.comView on SEC.gov ↗

Juncture Wealth Strategies, LLC owners & executives

7 reported
NameTitleOwnershipSince
Barry Scott Rhonemus ControlChief Executive OfficerUnder 5%2010
Bradley James Haines ControlChief Investment OfficerUnder 5%2018
Jack Andrew Barker ControlChief Compliance OfficerUnder 5%2013
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Juncture Wealth Strategies, LLC manage?

Juncture Wealth Strategies, LLC reports $409.6 million in regulatory assets under management on its Form ADV.

How many employees does Juncture Wealth Strategies, LLC have?

Juncture Wealth Strategies, LLC reports 10 employees.

Where is Juncture Wealth Strategies, LLC located?

Juncture Wealth Strategies, LLC is based in Scottsdale, AZ and has been SEC-registered since 2018.

Does Juncture Wealth Strategies, LLC disclose fund performance?

Juncture Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8777 E. Via de Ventura, Suite 120, Scottsdale, AZ 85258
Phone480-253-4100
Fax480-656-0870
Office hours7:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1632866
Discloses disciplinary historyNo

Assets under management

Discretionary$398.8M
Non-discretionary$10.9M
Total (RAUM)$409.6M