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TOWERPOINT WEALTH, LLC
CRD 288593File 801-110596
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$561.3M
Above cohort median (national)
Discretionary AUM
$559.9M
Non-discretionary $1.3M
Clients
570
1,475 accounts
Employees
9
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 26, 2017
- Principal office
- 500 CAPITOL MALL, SUITE 2060, SACRAMENTO, CA, 95814
- Phone
- (916) 405-9140
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $561.3M
- Discretionary AUM
- $559.9M
- Non-discretionary AUM
- $1.3M
- Discretionary accounts
- 1,474
- Non-discretionary accounts
- 1
- Total accounts
- 1,475
- AUM per client
- $985K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $3.8M |
| High net worth individuals | 161 | $434.1M |
| Individuals (other than high net worth individuals) | 400 | $123.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.