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PONTA WEALTH PARTNERS, LLC

CRD 330058 · SEC 801-132915

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300 GARFIELD AVE, SUITE 200, WINTER PARK, FL, 32789, United States

Phone

407-490-4820

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$208.4M

Discretionary AUM

$208.4M

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals8$3.1M
High net worth individuals15$205.3M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD