| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan William Laturner | Member | 10-25% | 2021 |
| Joseph Frederick Eschleman Control | Chief Compliance Officer | Under 5% | 2017 |
| Lori Anne McKinney Control | Member | 5-10% | 2020 |
Towerpoint Wealth, LLC reports $470 million in regulatory assets under management on its Form ADV.
Towerpoint Wealth, LLC reports 9 employees.
Towerpoint Wealth, LLC is based in Sacramento, CA and has been SEC-registered since 2017.
Towerpoint Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 500 Capitol Mall, Suite 2060, Sacramento, CA 95814 |
| Phone | (916) 405-9140 |
| Fax | (916) 405-9155 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1731445 |
| Discloses disciplinary history | Yes |
| Discretionary | $468.7M |
| Non-discretionary | $1.3M |
| Total (RAUM) | $470M |