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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Juncture Wealth Strategies LLC
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|---|---|
| CRD # | 298110 |
| SEC # | 801-113927 |
| CIK # | 0001632866 |
| AUM | $409.6 M (2025-03-26) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 480-253-4100 |
| Address | 8777 E Via de Ventura Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taser International Inc | 3.3 | ||
| Interdigital Inc | 2.1 | ||
| Catalyst Pharmaceutical Partners Inc | 2.0 | ||
| Nvidia Corp | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 56.6 |
| (b) Individuals (high net worth individuals) | 162 | 348.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.5 |
| (h) Charitable organizations | 0 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,049 | 409.6 |
| By Discretionary | ||
| Discretionary | 1,030 | 398.8 |
| Non-Discretionary | 19 | 10.9 |
| Total | 1,049 | 409.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.6 | |
| Total | 1,049 | 409.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632866] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthvalues LLC
✚
|
CA | 0.4 |
|
Moseley Investment Management Inc
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|
FL | 0.4 |
|
CRUX Wealth Advisors
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CA | 0.4 |
|
Markowski Brothers Holding Corporation
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|
0.4 | |
|
Cross Staff Investments Inc
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|
NY | 0.4 |
|
Gold Investment Management Ltd
✚
|
0.4 | |
|
AG Asset Advisory LLC
✚
|
CA | 0.4 |
|
Zimmermann Investment Management & Planning LLC
✚
|
PA | 0.4 |
|
Brown Wealth Management LLC
✚
|
IL | 0.4 |
|
Parkwoods Wealth Partners LLC
✚
|
MO | 0.4 |