# ONPOINT FINANCIAL MANAGEMENT LLC

ONPOINT FINANCIAL MANAGEMENT LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 317214
- Type: SEC-registered investment adviser
- Location: 9454 WILSHIRE BLVD., BEVERLY HILLS, CA, 90212
- Phone: 323-243-9129
- Latest filing: 2026-05-14
- Regulatory AUM: $5.4M
- Discretionary AUM: $5.4M
- Clients: 2
- Accounts: 36

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317214/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317214/similar
- Related entities: https://search.stillhousedata.com/firm/317214/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317214

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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.