PONTA WEALTH PARTNERS, LLC
CRD #330058 SEC #801-132915 WINTER PARK, FL 407-490-4820
SEC Registered
Total AUM
$102.2M
Discretionary
$3.9M
Employees
2
Clients
--
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $102.2M | $3.9M | $98.3M | 2 | 0 |
| May 2025 | $102.2M | $3.9M | $98.3M | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
| Feb 2024 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$102.2M
Discretionary$3.9M
Non-Disc.$98.3M
Employees2
Clients0
DateMay 2025
Total AUM$102.2M
Discretionary$3.9M
Non-Disc.$98.3M
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0