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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-11-2016
- Office Locations
- 9
Office Locations
About Sunpointe Investments
Sunpointe Investments is a boutique wealth manager serving high-net-worth individuals and families with personalized planning and portfolio guidance. The team applies behavioral finance to keep decisions disciplined through volatility and has a longstanding focus on alternative strategies to diversify beyond traditional asset classes. Operates across retail and institutional channels; custody includes Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN PATRICK DWYER
MANAGING DIRECTOR, President
- CRD
- #3255772
- Ownership
- Less than 5%
Angela Dowson Pompian
Chief Compliance Officer, Investment Advisor
- CRD
- #6925673
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Shanglin (David) Zou
Finance Operations Associate
- CRD
- --
Lee Michael Boudouris
Director
- CRD
- #5997782
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $646,709,968 | $655,228 |
| Non-Discretionary | $144,019,818 | $1,469,590 |
| Total | $790,729,786 | $728,783 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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