PENTO PORTFOLIO STRATEGIES, LLC

CRD 159217 · SEC 801-121261

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999 VANDERBILT BEACH RD, SUITE 200, NAPLES, FL, 34108, United States

Phone

732-772-9500

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$237.3M

Discretionary AUM

$237.3M

Team

3 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Subscription fees; THIRD PARTY COMPENSATION SIGNAL INV

Org form

Limited Liability Company

Filing date

2026-05-01

Disciplinary history

Services

Financial planningPortfolio management (individuals)SUBSCRIPTION SERVICE (PODCAST), SIGNAL INVESTING,TAX AND ACCOUNTING, HELD AWAY ASSETS, NOTIFICATION SERVICE

Client types

Type	Clients	AUM
Individuals	108	$17.1M
High net worth individuals	766	$220.1M

States served

AL, AZ, AR, CA, CO, GA, ID, IL, IN, LA, MD, MA, MI, MN, NV, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, WA, TX, CT, FL

All web addresses on file

https://www.youtube.com/channel/UClBSl28olXXsghunX8vfvnA
HTTPS://WWW.PENTOPORT.COM

Official SEC filing: View on IAPD