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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- FoundationCapital element +more
- Established Date
- 08-09-1999
- Office Locations
- 1
Office Locations
About Ponte Vedra Wealth
Ponte Vedra Wealth is a boutique fiduciary advisory firm in Ponte Vedra Beach, FL providing personalized portfolio management, holistic retirement-focused planning, and tax planning/compliance plus business accounting support. Portfolios are built using in-house proprietary research with fundamental and technical analysis and a disciplined, trend-aware approach. Team includes CFA, CFP and CPA professionals.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANNY LEE WORRELL MR.
Chief Compliance Officer
- CRD
- #5229545
- Ownership
- 50% but less than 75%
Darlene Westberry
Certified Financial Planner
- CRD
- --
- Ownership
- 10% but less than 25%
Capital peak
Pioneer oak north
- CRD
- #36650
- Ownership
- 35.7%
Showing 2 of 3 owners & executives
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Gregory Louis Chapas
--
- CRD
- #7447152
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,972,307 | -- |
| Non-Discretionary | $335,902 | -- |
| Total | $74,308,209 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,308,209
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $814,047,658 | 36.3% |
| Equity - Exchange | $378,991,885 | 16.9% |
| Cash | $255,651,331 | 11.4% |
| Corporate - Investment Grade | $435,055,773 | 19.4% |
| Private Funds | $358,808,884 | 16.0% |
| Total | $2,242,555,531 | 100.0% |