PONTA WEALTH PARTNERS, LLC
Firm details
- Headquarters
- WINTER PARK, Florida
- CRD number
- 330058
- Registered since
- June 2, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.52%
- Individuals1.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ponta Wealth Partners, LLC operates as an independent, owner-managed RIA that bills clients on a percentage-of-AUM basis. The firm is SEC-registered (2025) and describes its client base as individuals and families, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm identifies itself as a capital allocator and maintains industry relationships with an accountant and an insurance company. Ponta is not positioned as an ESG-focused manager and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds13%
- Other5%
- State & Local Bonds3%
Contacts
2 of 2Scott Francis
PartnerCRD 7871089
ROBERT BURROW
Financial AdvisorCRD 6420497
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$29.2M in ETFs
34%
$10M
66%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $5.6M | 157,050 | 19.10% |
Location
WINTER PARK, FL
ORANGE
Location
WINTER PARK, FL
Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 300 Garfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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