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PONTE VEDRA WEALTH
PONTE VEDRA WEALTH, P.A.
CRD 142080
818 JIMMY BUFFETT MEMORIAL HIGHWAY, SUITE 100, PONTE VEDRA BEACH, FL, 32082, United States
Phone
904-280-0771
Fax
(904) 280-0772
Registration
— (—)
Source
State registered
Total AUM
$74.3M
Discretionary AUM
$74.0M
Team
7 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Other (specify)
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $28.2M |
| High net worth individuals | 21 | $45.6M |
| Pension/profit sharing plans | 3 | $336K |
| Charitable organizations | 2 | $135K |
| Corporations/business entities | 1 | $25K |
All web addresses on file
Official SEC filing: View on IAPD