# TOWERPOINT WEALTH, LLC

TOWERPOINT WEALTH, LLC of SACRAMENTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 288593
- Type: SEC-registered investment adviser
- SEC file number: 801-110596
- Location: 500 CAPITOL MALL, SUITE 2060, SACRAMENTO, CA, 95814
- Phone: (916) 405-9140
- Latest filing: 2026-06-05
- Regulatory AUM: $561.3M
- Discretionary AUM: $559.9M
- Non-discretionary AUM: $1.3M
- Clients: 9
- Accounts: 1,475

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Frederick Eschleman | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Nathan Paul Billigmeier | MEMBER | — |
| Steven Michael Pitchford | MEMBER | — |
| Lori Anne Mckinney | MEMBER | — |
| Jonathan William Laturner | MEMBER | — |
| ESCHLEMAN JOSEPH FREDERICK | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MEMBER; TRUSTEE | — |
| BILLIGMEIER NATHAN PAUL | MEMBER | — |
| PITCHFORD STEVEN MICHAEL | MEMBER | — |
| MCKINNEY LORI ANNE | MEMBER | — |
| LATURNER JONATHAN WILLIAM | MEMBER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-07-16 | regulatory | ON DECEMBER 20, 2016 ESCHLEMAN EXERCISED DISCRETION WITHOUT WRITTEN AUTHORITY WHEN HE SOLD A SECURITY IN THE INDIVIDUAL RETIREMENT ACCOUNT ("IRA") OF CUSTOMER GK IN ORDER TO FUND A REQUIRED MINIMUM DISTRIBUTION. ON DECEMBER 21, 2016, ESCHLEMAN AGAIN EXERCISED DISCRETION WITHOUT WRITTEN AUTHORITY WHE… | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288593/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288593/similar
- Related entities: https://search.stillhousedata.com/firm/288593/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288593

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.