Juncture Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 31, 2026, reports $474M in regulatory assets under management, 11 employees, 2 offices, and 1,122 accounts.
Assets Under Management
$474M
Employees
11
Offices
2 offices
Total Clients
462
Primary office
SCOTTSDALE, AZ
8777 E. VIA DE VENTURA, SUITE 120, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.0% of total clients.
Top client categories% of clientsClients
1
Individuals
63.0%
291
2
HNWI
37.0%
171
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$474Mas of March 31, 2026
Discretionary97.6%
$462M
98% of total RAUM97.6%
Non-discretionary2.4%
$12M
2% of total RAUM2.4%
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$474M
Total Accounts1,122
10Y AUM Change+$247M (+109.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee42:1
10Y Employee Change+4 (+57.1%)
* 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.