Towerpoint Wealth, LLC
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 288593
- Registered since
- May 26, 2017
- Website
- towerpointwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.34%
- Individuals21.98%
- Corporations / Businesses0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Towerpoint Wealth, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2017. The firm acts as a capital allocator for both individual/family and institutional clients and offers a mix of fee arrangements, including percentage-of-AUM, hourly, and fixed fees. Core advisory services include financial planning, portfolio management for individuals, small businesses, and institutions, and the selection of third-party advisers. The firm identifies as an active ESG investor and maintains a hands-on role in manager selection rather than relying solely on in-house strategies.
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
- Public Funds/Mutual Funds77%
- Exchange Traded Equities15%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities2%
- Other1%
Contacts
3 of 6
Lori Mckinney
Director of OperationsCRD 4149452
Steven Pitchford
Director of Tax and Financial PlanningCRD 5687306
Nathan Billigmeier
Director of Research and AnalyticsCRD 5750851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$255M in ETFs
88%
$225M
10%
$30.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $30.1M | 153,332 | 11.79% |
Location
Sacramento, CA
Sacramento
Location
Sacramento, CA
Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 500 Capitol Mall
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
The Salvetti Group
RIASacramento, CA
Adams Ashby Financial Advisors
RIASacramento, CA
True Wave Wealth Planners
RIASacramento, CA
Boyd Wealth Management, LLC
RIASacramento, CA
Avisen Advisors, LLC
RIASacramento, CA
Socotra Management, Inc.
RIASacramento, CA