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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-2017
- Office Locations
- 1
Office Locations
About Towerpoint Wealth, LLC
Towerpoint Wealth is a boutique, fully independent fiduciary wealth management firm based in downtown Sacramento serving clients across Northern California. The team provides coordinated investment management and comprehensive planning, including retirement, tax-aware strategy, estate planning integration, and guidance on concentrated equity/RSU decisions. Built by former Wall Street advisors, the firm emphasizes an open-architecture platform and modern planning technology to reduce conflicts and broaden investment options.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN WILLIAM LATURNER
--
- CRD
- #5103684
- Ownership
- 10% but less than 25%
NATHAN PAUL BILLIGMEIER
Wealth Advisor
- CRD
- #5750851
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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Megan Miller
--
- CRD
- #7677429
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $559,940,047 | $379,878 |
| Non-Discretionary | $1,346,797 | $1,346,797 |
| Total | $561,286,844 | $380,533 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | 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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