TOWERPOINT WEALTH, LLC
CRD #288593 SEC #801-110596 SACRAMENTO, CA (916) 405-9140
SEC Registered
Total AUM
$470M
Discretionary
$468.7M
Employees
9
Clients
1
Accounts
1,390
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $470M | $468.7M | $1.3M | 9 | 9 |
| Mar 2025 | $470M | $468.7M | $1.3M | 9 | 9 |
| Oct 2024 | $419M | $417.7M | $1.2M | 8 | 3 |
| Mar 2024 | $419M | $417.7M | $1.2M | 8 | 3 |
| Apr 2023 | $356.6M | $348.7M | $7.9M | 8 | 0 |
| Feb 2023 | $356.6M | $348.7M | $7.9M | 8 | 0 |
| Sep 2022 | $363.6M | $359.5M | $4.1M | 6 | 0 |
| Sep 2022 | $363.6M | $359.5M | $4.1M | 6 | 0 |
| Mar 2022 | $363.6M | $359.5M | $4.1M | 6 | 0 |
| Jul 2021 | $327.9M | $326.4M | $1.4M | 7 | 0 |
| Jun 2021 | $327.9M | $326.4M | $1.4M | 7 | 0 |
| Jun 2021 | $327.9M | $326.4M | $1.4M | 7 | 0 |
| Jun 2021 | $327.9M | $326.4M | $1.4M | 7 | 0 |
| Mar 2021 | $327.9M | $326.4M | $1.4M | 7 | 0 |
| Jun 2020 | $241.5M | $240.1M | $1.4M | 7 | 0 |
| May 2020 | $241.5M | $240.1M | $1.4M | 7 | 0 |
| May 2020 | $241.5M | $240.1M | $1.4M | 7 | 0 |
| Mar 2020 | $241.5M | $240.1M | $1.4M | 7 | 0 |
| Jul 2019 | $193.1M | $193.1M | $0 | 6 | 0 |
| Jul 2019 | $193.1M | $193.1M | $0 | 6 | 0 |
| May 2019 | $193.1M | $193.1M | $0 | 6 | 0 |
| Apr 2019 | $193.1M | $193.1M | $0 | 6 | 0 |
| Mar 2019 | $193.1M | $193.1M | $0 | 6 | 0 |
| Mar 2019 | $193.1M | $193.1M | $0 | 6 | 0 |
| Sep 2018 | $166M | $166M | $0 | 3 | 0 |
| Sep 2018 | $166M | $166M | $0 | 3 | 0 |
| Aug 2018 | $166M | $166M | $0 | 3 | 0 |
| Mar 2018 | $166M | $166M | $0 | 3 | 0 |
| Sep 2017 | $125.1M | $125.1M | $0 | 2 | 0 |
| Jun 2017 | $0 | $0 | $0 | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 2 | 0 |
| May 2017 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$470M
Discretionary$468.7M
Non-Disc.$1.3M
Employees9
Clients9
DateMar 2025
Total AUM$470M
Discretionary$468.7M
Non-Disc.$1.3M
Employees9
Clients9
DateOct 2024
Total AUM$419M
Discretionary$417.7M
Non-Disc.$1.2M
Employees8
Clients3
DateMar 2024
Total AUM$419M
Discretionary$417.7M
Non-Disc.$1.2M
Employees8
Clients3
DateApr 2023
Total AUM$356.6M
Discretionary$348.7M
Non-Disc.$7.9M
Employees8
Clients0
DateFeb 2023
Total AUM$356.6M
Discretionary$348.7M
Non-Disc.$7.9M
Employees8
Clients0
DateSep 2022
Total AUM$363.6M
Discretionary$359.5M
Non-Disc.$4.1M
Employees6
Clients0
DateSep 2022
Total AUM$363.6M
Discretionary$359.5M
Non-Disc.$4.1M
Employees6
Clients0
DateMar 2022
Total AUM$363.6M
Discretionary$359.5M
Non-Disc.$4.1M
Employees6
Clients0
DateJul 2021
Total AUM$327.9M
Discretionary$326.4M
Non-Disc.$1.4M
Employees7
Clients0
DateJun 2021
Total AUM$327.9M
Discretionary$326.4M
Non-Disc.$1.4M
Employees7
Clients0
DateJun 2021
Total AUM$327.9M
Discretionary$326.4M
Non-Disc.$1.4M
Employees7
Clients0
DateJun 2021
Total AUM$327.9M
Discretionary$326.4M
Non-Disc.$1.4M
Employees7
Clients0
DateMar 2021
Total AUM$327.9M
Discretionary$326.4M
Non-Disc.$1.4M
Employees7
Clients0
DateJun 2020
Total AUM$241.5M
Discretionary$240.1M
Non-Disc.$1.4M
Employees7
Clients0
DateMay 2020
Total AUM$241.5M
Discretionary$240.1M
Non-Disc.$1.4M
Employees7
Clients0
DateMay 2020
Total AUM$241.5M
Discretionary$240.1M
Non-Disc.$1.4M
Employees7
Clients0
DateMar 2020
Total AUM$241.5M
Discretionary$240.1M
Non-Disc.$1.4M
Employees7
Clients0
DateJul 2019
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$193.1M
Discretionary$193.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2018
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0