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Ponta Wealth Partners, LLC

● SEC registered since 2025CRD 330058SEC# 801-132915Winter Park, FL
Export (members)
Reg. AUM
$102.2M
Employees
2
Accounts
18
Location
Winter Park, FL

Ponta Wealth Partners, LLC assets under management

Ponta Wealth Partners, LLC operates as an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2025. It reports $102.2 million in regulatory assets under management and employs 2 people.
pontawealth.comView on SEC.gov ↗

Ponta Wealth Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Robert Andrew Burrow ControlPartner & CcoUnder 5%2024
Scott Edward Francis ControlPartnerOver 75%2024

Frequently asked questions

How much does Ponta Wealth Partners, LLC manage?

Ponta Wealth Partners, LLC reports $102.2 million in regulatory assets under management on its Form ADV.

How many employees does Ponta Wealth Partners, LLC have?

Ponta Wealth Partners, LLC reports 2 employees.

Where is Ponta Wealth Partners, LLC located?

Ponta Wealth Partners, LLC is based in Winter Park, FL and has been SEC-registered since 2025.

Does Ponta Wealth Partners, LLC disclose fund performance?

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

Contact & registration

Address213 W. Comstock Ave, Suite 110, Winter Park, FL 32789
Phone407-490-4820
FaxN/A
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$3.9M
Non-discretionary$98.3M
Total (RAUM)$102.2M