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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURROW, ROBERT, ANDREW | I | PARTNER | NA | Control |
| BURROW, ROBERT, ANDREW | I | PARTNER & CCO | NA | Control |
| BURROW, ROBERT, ANDREW | I | PARTNER & CCO | NA | Control |
| Francis, Scott, Edward | I | PARTNER | NA | |
| Francis, Scott, Edward | I | PARTNER | NA | |
| BURROW, ROBERT, ANDREW | I | PRESIDENT & CCO | E | Control |
| BURROW, ROBERT, ANDREW | I | PRESIDENT & CCO | E | Control |
| Francis, Scott, Edward | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Francis, Scott, Edward | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Francis, Scott, Edward | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Francis, Scott, Edward | I | PARTNER | E | Control |
| Francis, Scott, Edward | I | PARTNER | E | Control |
Registrations
Federal
IA
Oct 28, 2025 REGISTERED
Notice Filings (1)
FL
Address
300 GARFIELD AVESUITE 200
WINTER PARK, FL 32789
United States
Phone: 407-490-4820