Juncture Wealth Strategies, LLC
● SEC registered since 2018CRD 298110SEC# 801-113927Scottsdale, AZ
Reg. AUM
$473.6M
Employees
11
Accounts
1,122
Location
Scottsdale, AZ
Juncture Wealth Strategies, LLC assets under management
Juncture Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2018. It reports $473.6 million in regulatory assets under management and employs 11 people.
Juncture Wealth Strategies, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Scott Rhonemus Control | Chief Executive Officer | Under 5% | 2010 |
| Bradley James Haines Control | Chief Investment Officer | Under 5% | 2018 |
| Jack Andrew Barker Control | Chief Compliance Officer | Under 5% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Juncture Wealth Strategies, LLC manage?
Juncture Wealth Strategies, LLC reports $473.6 million in regulatory assets under management on its Form ADV.
How many employees does Juncture Wealth Strategies, LLC have?
Juncture Wealth Strategies, LLC reports 11 employees.
Where is Juncture Wealth Strategies, LLC located?
Juncture Wealth Strategies, LLC is based in Scottsdale, AZ and has been SEC-registered since 2018.
Does Juncture Wealth Strategies, LLC disclose fund performance?
Juncture Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8777 E. Via de Ventura, Suite 120, Scottsdale, AZ 85258 |
| Phone | 480-253-4100 |
| Fax | 480-656-0870 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1632866 |
| Discloses disciplinary history | No |
Regulatory AUM
$473.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$473.6Mregulatory AUM
Discretionary $462.1MNon-discretionary $11.6M