|
⚲
|
| Keyboard |
| TowerPoint Wealth LLC
✚
|
|
|---|---|
| CRD # | 288593 |
| SEC # | 801-110596 |
| CIK # | 0001731445 |
| AUM | 561.3 M (2026-06-05) |
| Employees | 9 (56% Investors, 22% Brokers) |
| Phone | 916-405-9140 |
| Address | 500 Capitol Mall Sacramento, CA 95814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001731445 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 5.5 | ||
| Nvidia Corp | 4.9 | ||
| Apple Inc | 4.5 | ||
| Lam Research Corp | 4.0 | ||
| iShares Comex Gold Trust | 3.4 | ||
| Wal Mart Stores Inc | 2.2 | ||
| Alphabet Inc | 2.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 123.3 |
| (b) Individuals (high net worth individuals) | 161 | 434.1 |
| (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 | 9 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,475 | 561.3 |
| By Discretionary | ||
| Discretionary | 1,474 | 559.9 |
| Non-Discretionary | 1 | 1.3 |
| Total | 1,475 | 561.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 560.7 | |
| Total | 1,475 | 561.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731445] | |
| SC 13G | [0001731445] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| TowerPoint Wealth LLC | First Trust Exchange-Traded Fund III | [2021-07-07] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vela Investment Management LLC
✚
|
OH | 562.9 M |
|
Jacobsen Capital Management LLC
✚
|
UT | 562.9 M |
|
Strongbox Wealth LLC
✚
|
MO | 562.4 M |
|
Capitol Private Wealth Group LLC
✚
|
VA | 562.1 M |
|
Acorn Wealth Advisors LLC
✚
|
MI | 561.4 M |
|
Retireright LLC
✚
|
IA | 561.1 M |
|
Wedgewood Partners Inc
✚
|
MO | 560.7 M |
|
Melia Group LLC
✚
|
OK | 560.1 M |
|
A & I Financial Services LLC
✚
|
CO | 560.0 M |
|
QP Consulting LLC
✚
|
MD | 559.6 M |