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
- HNWI98.56%
- Individuals1.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ponta Wealth Partners, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients with a fee model tied to assets under management. The firm performs financial planning, discretionary portfolio management for individuals and small businesses, and manager selection where it allocates to third-party advisers. Ponta identifies as a capital allocator and does not position itself as an active ESG investor. Industry relationships include affiliations with an accountant and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities54%
- Cash & Cash Equivalents25%
- Public Funds/Mutual Funds13%
- Other5%
- State & Local Bonds3%
Contacts
2 of 2
Robert Burrow
Financial AdvisorCRD 6420497
Scott Francis
PartnerCRD 7871089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$42.9M in ETFs
33%
$14.3M
65%
$28.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC) | Dimensional | Active | Foreign Large Blend | $6.4M | 171,420 | 14.88% |
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
Similar firms
Matthias Private Wealth, LLC
RIAWinter Park, FL
Rivertree Advisors, LLC
RIAWinter Park, FL
Coastal Investment Company, LLC
RIAWinter Park, FL
Spraker West Wealth Management, Inc
RIAWinter Park, FL
Barr Financial Services, LLC
RIAWinter Park, FL
Financial Advisory Partners, LLC
RIAWinter Park, FL