Towerpoint Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sacramento, CA. Its latest Form ADV filing, dated March 9, 2026, reports $561M in regulatory assets under management, 9 employees, and 1,475 accounts.
Assets Under Management
$561M
Employees
9
Offices
--
Total Clients
570
Primary office
SACRAMENTO, CA
500 CAPITOL MALL, SUITE 2060, SACRAMENTO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.2% of total clients.
Top client categories% of clientsClients
1
Individuals
70.2%
400
2
HNWI
28.2%
161
3
Corporations
1.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$561Mas of March 9, 2026
Discretionary99.8%
$560M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$561M
Total Accounts1,475
10Y AUM Change+$561M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee63:1
10Y Employee Change+7 (+350.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.