Ponta Wealth Partners, LLC
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 330058
- Registered since
- June 2, 2025
- Website
- pontawealth.com
- 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, individual-owned registered investment adviser that began SEC registration in 2025. The firm operates as a capital allocator for a client base made up of individuals and families, charging advisory fees as a percentage of assets under management. Core services listed include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not identify as an active ESG investor.
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 Equities54%
- Cash & Cash Equivalents25%
- Public Funds/Mutual Funds13%
- Other5%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth 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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