← Directory
PONTA WEALTH PARTNERS, LLC
CRD 330058File 801-132915
APPROVED
Retail clients
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$214.3M
Below cohort median (national)
Discretionary AUM
$214.3M
Clients
24
62 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 2, 2025
- Principal office
- 300 GARFIELD AVE, SUITE 200, WINTER PARK, FL, 32789
- Phone
- 407-490-4820
- Website
- https://pontawealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $214.3M
- Discretionary AUM
- $214.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 62
- Non-discretionary accounts
- 0
- Total accounts
- 62
- AUM per client
- $8.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 16 | $211.2M |
| Individuals (other than high net worth individuals) | 8 | $3.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 5, 2026 | Employees | 2 | 4 | increased by2 |
| Aug 12, 2026 | Clients | 23 | 24 | increased by1 |
| Aug 12, 2026 | AUM | $208,407,251 | $214,265,118 | increased by$5,857,867 |
| Aug 12, 2026 | Accounts | 63 | 62 | decreased by1 |
| Apr 1, 2026 | Clients | 10 | 23 | increased by13 |
| Apr 1, 2026 | AUM | $102,154,809 | $208,407,251 | increased by$106,252,442 |
| Apr 1, 2026 | Accounts | 18 | 63 | increased by45 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PONTA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PONTA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.