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| Ponta Wealth Partners LLC
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|---|---|
| CRD # | 330058 |
| SEC # | 801-132915 |
| CIK # | 0002107740 |
| AUM | 208.4 M (2026-03-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 407-490-4820 |
| Address | 300 Garfield Ave Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.9 | ||
| Nvidia Corp | 8.7 | ||
| Microsoft Corp | 5.6 | ||
| Alphabet Inc | 5.2 | ||
| Amazon Com Inc | 4.1 | ||
| Alphabet Inc | 3.3 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Facebook Inc | 2.2 | ||
| Visa Inc | 2.2 | ||
| Broadcom Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 3.1 |
| (b) Individuals (high net worth individuals) | 15 | 205.3 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 63 | 208.4 |
| By Discretionary | ||
| Discretionary | 63 | 208.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 63 | 208.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.4 | |
| Total | 63 | 208.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107740] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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Alere Planning LLC
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208.0 M |