Juncture Wealth Strategies, LLC

RIASEC RegisteredEst. 2018
Total AUM
$474M
Discretionary
$462M
98% of AUM
Avg account
$422K
Accounts
1,122
Employees
11
Advisory reps
10

Firm details

Headquarters
Scottsdale, Arizona
CRD number
298110
Registered since
September 14, 2018
Website
juncturewealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI85.37%
  • Individuals13.29%
  • Pension & Profit Sharing Plans0.72%
  • Charitable Organizations0.62%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Juncture Wealth Strategies, LLC is an independent registered investment adviser that began SEC registration in 2018 and serves individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting with insurance brokerage capabilities. Its fee model mixes AUM-based fees and fixed fees. The firm does not position itself as a capital allocator to external managers and is not flagged as an active ESG investor in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 14%, Cash & Cash Equivalents 10%, State & Local Bonds 9%, Investment Grade Corp Bonds 6%, US Government Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents10%
  • State & Local Bonds9%
  • Investment Grade Corp Bonds6%

Owners & executives

3 of 3
  • Hannah Chapman

    Hannah Chapman

    Founder and CEOCRD 5412965

  • Bradley Haines

    Bradley Haines

    Chief Investment OfficerCRD 2571132

  • Jack Barker

    Jack Barker

    Chief Compliance OfficerCRD 2570575

Contacts

3 of 7
  • Daniel Owens

    Daniel Owens

    Senior Wealth AdvisorCRD 4695142

  • Barry Rhonemus

    Barry Rhonemus

    Managing Partner, FounderCRD 2801533

  • Connor Smith

    Connor Smith

    Senior Wealth AdvisorCRD 6539351

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 100

Active vs passive

$365M in ETFs

Passive

90%

$329M

Active

9%

$36.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD LARGE-CAP INDEX FUND (VV)VanguardPassiveLarge Blend$62.5M181,61917.09%
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Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
8777 E Via De Ventura
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth