PONTA WEALTH PARTNERS, LLC

PONTA WEALTH PARTNERS, LLC of WINTER PARK, FL is an SEC-registered investment adviser (CRD 330058). Regulatory assets under management: $214.3M.

Registration

• CRD: 330058
• SEC file number: 801-132915
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 330058 on SEC IAPD (source of record)
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