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| Juncture Wealth Strategies LLC
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|---|---|
| CRD # | 298110 |
| SEC # | 801-113927 |
| CIK # | 0001632866 |
| AUM | 473.6 M (2026-03-31) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 480-253-4100 |
| Address | 8777 E Via de Ventura Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 3.3 | ||
| Nvidia Corp | 2.9 | ||
| Palo Alto Networks Inc | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 291 | 63.0 |
| (b) Individuals (high net worth individuals) | 171 | 404.3 |
| (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 | 3.4 |
| (h) Charitable organizations | 0 | 2.9 |
| (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 | 1,122 | 473.6 |
| By Discretionary | ||
| Discretionary | 21 | 462.1 |
| Non-Discretionary | 1,101 | 11.6 |
| Total | 1,122 | 473.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.6 | |
| Total | 1,122 | 473.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632866] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oneascent Wealth Management LLC
✚
|
AL | 475.6 M |
|
Trueblood Wealth Management LLC
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OH | 474.1 M |
|
Markowski Brothers Holding Corporation
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473.9 M | |
|
Spielberger & Brooks Inc
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|
NY | 473.8 M |
|
Coign Capital Advisors LLC
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|
UT | 472.9 M |
|
Blue Water Wealth Inc
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|
OR | 472.8 M |
|
Planned Financial Services LLC
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|
OH | 472.5 M |
|
Financial Arcitects Inc
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|
MI | 472.5 M |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 472.1 M |
|
Wealth Effects LLC
✚
|
MA | 472.0 M |