P
$208.4M Total AUM
$208.4M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail
- Platforms
- ZenithHarbor
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
300 Garfield AVE Suite 200 Winter Park FL
About Ponta Wealth Partners, LLC
Ponta Wealth Partners, LLC is a registered investment adviser based in Winter Park, FL, focused on wealth management for high-net-worth individuals. The firm builds client portfolios with an asset-allocation approach using vehicles such as ETFs and mutual funds, with experience spanning fixed income, real estate and annuity solutions. Clients access accounts through an Orion login portal.
Team overview
-- AVG AGE
$208.4M AVG AUM / ADVISOR
$9.1M AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Peak Vertex pathway
Custodian
Catalyst Horizon
Investment Themes
Element beacon Frontier ember
Investment Vehicles
Vertex
Platform
Optima timber Vertex
Services
Catalyst Alpha Peak
Technology
Peak Pioneer frontier
Owner & Executives
S
Scott Edward Francis
Managing Director, PARTNER
- CRD
- --
- Ownership
- 75% or more
(314) 524-5289
quantum.quantum@harborcapital.com
in linkedin.com/in/crest-radial
ROBERT ANDREW BURROW
Chief Compliance Officer, PARTNER
- CRD
- #6420497
- Ownership
- Less than 5%
(327) 959-1900
bridge.alpha@bridgecapital.com
in linkedin.com/in/pioneer-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,407,251 | $3,308,052 |
| Non-Discretionary | $0 | -- |
| Total | $208,407,251 | $3,308,052 |
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Separately Managed Accounts
Total SMA Asset: $208,407,251
Equity - Exchange:
32.2% Cash:
12.6% Public Funds:
28.3% Other:
12.9% Municipal Bonds:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,089,810,934 | 32.2% |
| Cash | $817,752,104 | 12.6% |
| Public Funds | $1,836,697,187 | 28.3% |
| Other | $837,222,393 | 12.9% |
| Municipal Bonds | $908,613,449 | 14.0% |
| Total | $6,490,096,067 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK UNISON | UNISON PATHWAY | 6RYO5TRLU | OKH | 9.35% | $117,146,517 |
| INSIGHT RIDGE UNISON | OAK OPTIMA | RZ2ZD159R | RSG | 6.18% | $89,627,912 |
| HARBOR PEAK | BEACON SUMMIT | Y308WA0YD | JDMV | 11.28% | $28,000,369 |
| MATRIX MATRIX ELEMENT | WAVE VITAL | YG8IAT364 | OJQ | 4.14% | $73,277,206 |
| CAPITAL FUSION SIGNAL | VECTOR EAGLE | LSDJJG2OC | KISL | 11.87% | $36,317,319 |
| MATRIX ELEMENT CATALYST | ELEMENT FRONTIER | KNOIEZZIF | IAYFY | 1.90% | $17,130,163 |
| RADIAL PEAK TIMBER | PEAK PEAK | XRG6CFZM4 | NPLHH | 1.75% | $27,081,829 |
| BEACON WAVE ELEMENT | PRIME FUSION | MJ6GKE80T | PLMW | 10.36% | $76,434,628 |