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 and SEC-registered in 2025. The firm serves individual and family clients with a fee model based on a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. The firm identifies itself as a capital allocator and maintains industry relationships with accounting and insurance firms. Ponta does not self-identify as an active ESG investor and is not a multi-state adviser.
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 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 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
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