Point B Planning, LLC
● SEC registered since 2020CRD 172961SEC# 801-118588Katonah, NY
Reg. AUM
$113.9M
Employees
3
Accounts
275
Location
Katonah, NY
Point B Planning, LLC assets under management
Point B Planning, LLC is an investment advisory firm registered with the SEC based in Katonah, NY. The firm has been registered since 2020. It reports $113.9 million in regulatory assets under management and employs 3 people.
Point B Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Stephen Wund Control | Principal And Chief Compliance Officer | 25-50% | 2018 |
| Michael Tom Control | Principal | 25-50% | 2015 |
| Richard Todd Rebori Control | Principal | 25-50% | 2014 |
Frequently asked questions
How much does Point B Planning, LLC manage?
Point B Planning, LLC reports $113.9 million in regulatory assets under management on its Form ADV.
How many employees does Point B Planning, LLC have?
Point B Planning, LLC reports 3 employees.
Where is Point B Planning, LLC located?
Point B Planning, LLC is based in Katonah, NY and has been SEC-registered since 2020.
Does Point B Planning, LLC disclose fund performance?
Point B Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23 Parkway, 2nd Floor, Katonah, NY 10536 |
| Phone | (914) 302-3233 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.9M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$113.9Mregulatory AUM
Discretionary $90.3MNon-discretionary $23.6M