Point B Planning, LLC
● SEC registered since 2020CRD 172961SEC# 801-118588Katonah, NY
Reg. AUM
$113.9M
Employees
3
Accounts
275
Location
Katonah, NY
About Point B Planning
Point B Planning is associated with A Two B, an independent, owner-operated firm promoting happiness by aligning money with what clients value most. It offers an integrated planning and investment experience that partners with clients on the journey.
Summary based on the firm’s website.
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, monthlyOct '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$113.9Mregulatory AUM
Discretionary $90.3MNon-discretionary $23.6M