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JUNCTURE WEALTH STRATEGIES, LLC
CRD 298110 · SEC 801-113927
8777 E. VIA DE VENTURA, SUITE 120, SCOTTSDALE, AZ, 85258, United States
Phone
480-253-4100
Fax
480-656-0870
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$473.6M
Discretionary AUM
$462.1M
Team
11 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 291 | $63.0M |
| High net worth individuals | 171 | $404.3M |
States served
AZ, CA, CO, KY, OH, OR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD