RIA Intelligence

POINT B PLANNING, LLC

Legal name: ATWOB

CRD #172961 SEC #801-118588 KATONAH, NY (914) 302-3233
SEC Registered
Total AUM
$87.5M
Discretionary
$71.5M
Employees
3
Clients
26
Accounts
242

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
REBORI, RICHARD, TODDIPRINCIPALC Control
REBORI, RICHARD, TODDIPRINCIPALC Control
REBORI, RICHARD, TODDIPRINCIPALC Control
REBORI, RICHARD, TODDIPRINCIPALC Control
REBORI, RICHARD, TODDIPRINCIPALC Control
REBORI, RICHARD, TODDIPRINCIPALC Control
REBORI, RICHARD, TODDIPRINCIPALC Control
REBORI, RICHARD, TODDIPRINCIPALC Control
TOM, MICHAELIPRINCIPALC Control
TOM, MICHAELIPRINCIPALC Control
TOM, MICHAELIPRINCIPALC Control
TOM, MICHAELIPRINCIPALC Control
TOM, MICHAELIPRINCIPALC Control
TOM, MICHAELIPRINCIPALC Control
TOM, MICHAELIPRINCIPALC Control
TOM, MICHAELIPRINCIPALC Control
WUND, JEFFREY, STEPHENIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
WUND, JEFFREY, STEPHENIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
WUND, JEFFREY, STEPHENIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
WUND, JEFFREY, STEPHENIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
WUND, JEFFREY, STEPHENIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
WUND, JEFFREY, STEPHENIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
WUND, JEFFREY, STEPHENIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control
WUND, JEFFREY, STEPHENIPRINCIPAL AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (5)

CA FL NJ NY TX

Address

23 PARKWAY
2ND FLOOR
KATONAH, NY 10536
United States
Phone: (914) 302-3233