# PONTA WEALTH PARTNERS, LLC

PONTA WEALTH PARTNERS, LLC of WINTER PARK, FL is an SEC-registered investment adviser.

## Registration

- CRD: 330058
- Type: SEC-registered investment adviser
- SEC file number: 801-132915
- Location: 300 GARFIELD AVE, WINTER PARK, FL, 32789
- Phone: 407-490-4820
- Latest filing: 2026-08-03
- Regulatory AUM: $214.3M
- Discretionary AUM: $214.3M
- Clients: 2
- Accounts: 62

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Scott Edward Francis | PARTNER | — |
| Robert Andrew Burrow | PARTNER & CCO | — |
| Francis Scott Edward | PARTNER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BURROW ROBERT ANDREW | PARTNER; PRESIDENT & CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330058/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330058/similar
- Related entities: https://search.stillhousedata.com/firm/330058/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330058

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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.