Ponta Wealth Partners, LLC
● SEC registered since 2025CRD 330058SEC# 801-132915Winter Park, FL
Reg. AUM
$208.4M
Employees
2
Accounts
63
Location
Winter Park, FL
Ponta Wealth Partners, LLC assets under management
Ponta Wealth Partners, LLC operates as an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2025. It reports $208.4 million in regulatory assets under management and employs 2 people.
Ponta Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Andrew Burrow Control | Partner & Cco | Under 5% | 2024 |
| Scott Edward Francis Control | Partner | Over 75% | 2024 |
Frequently asked questions
How much does Ponta Wealth Partners, LLC manage?
Ponta Wealth Partners, LLC reports $208.4 million in regulatory assets under management on its Form ADV.
How many employees does Ponta Wealth Partners, LLC have?
Ponta Wealth Partners, LLC reports 2 employees.
Where is Ponta Wealth Partners, LLC located?
Ponta Wealth Partners, LLC is based in Winter Park, FL and has been SEC-registered since 2025.
Does Ponta Wealth Partners, LLC disclose fund performance?
Ponta Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Garfield Ave, Suite 200, Winter Park, FL 32789 |
| Phone | 407-490-4820 |
| Fax | N/A |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208.4M▲ 104%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$208.4Mregulatory AUM
Discretionary $208.4M