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TOWERPOINT WEALTH, LLC
CRD 288593 · SEC 801-110596
500 CAPITOL MALL, SUITE 2060, SACRAMENTO, CA, 95814, United States
Phone
(916) 405-9140
Fax
(916) 405-9155
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$561.3M
Discretionary AUM
$559.9M
Team
9 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 400 | $123.3M |
| High net worth individuals | 161 | $434.1M |
| Corporations/business entities | 9 | $3.8M |
States served
AZ, CA, CO, NV, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD