WINTER PARK, FLCRD 330058Latest ADV March 23, 2026
Ponta Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 23, 2026, reports $208M in regulatory assets under management, 2 employees, and 63 accounts.
Assets Under Management
$208M
Employees
2
Offices
--
Total Clients
23
Primary office
WINTER PARK, FL
300 GARFIELD AVE, SUITE 200, WINTER PARK, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 65.2% of total clients.
Top client categories% of clientsClients
1
HNWI
65.2%
15
2
Individuals
34.8%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$208Mas of March 23, 2026
Discretionary100.0%
$208M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$208M
Total Accounts63
10Y AUM Change+$208M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee12:1
10Y Employee Change+1 (+100.0%)
* 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.