Ponta Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ponta Wealth Partners provides investment management and related advisory services to a select clientele of high-net-worth individuals, focusing on portfolio construction, ongoing portfolio reviews, and the selection and oversight of third‑party managers. The firm also sponsors a bundled wrap-fee program for very large households and uses outside managers for portions of client portfolios when appropriate.
The firm's investment process emphasizes modern portfolio theory and a factor‑based, dynamic asset allocation implemented primarily through exchange‑traded funds and individual securities, with periodic use of outside consultants for optimization and research. Ponta operates with discretionary authority over client accounts and documents client risk tolerances and restrictions while regularly reviewing sub‑advisers’ performance and account suitability.
Noteworthy aspects disclosed in the brochure include principals’ activities outside the advisory business: one principal is a licensed CPA who may provide accounting services and another representative holds an insurance license and may offer or place insurance products, each presented as potential conflicts clients are not required to accept. The firm also operates as a small, single‑advisor practice managing substantial assets and maintains a client base limited to high‑net‑worth individuals, a combination that is less common among peers.
Client services
Expertise
Fee options
$1,000,000+: 0.60% annually
Account minimum: $1,000,000
Main office
300 Garfield Ave, Suite 200
Winter Park FL 32789
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Scott F
PFS™
Winter Park, FL
Ponta Wealth Partners, LLC
Scott Francis is a financial advisor at Ponta Wealth Partners, LLC, holding the PFS™ designation with two years of industry experience. His prior roles include work at CCM Capital Group, Inc., Parkway Property Investments, LLC, and Parkway, Inc. Ponta Wealth Partners serves a select group of high-net-worth individuals, providing investment management and advisory services focused on portfolio construction, ongoing reviews, and oversight of third-party managers. The firm employs a factor-based, dynamic asset allocation strategy primarily using ETFs and individual securities, often incorporating outside consultants for research and optimization.
Robert B
CFP®, Series 65
Winter Park, FL
Ponta Wealth Partners, LLC
Robert Burrow is a CFP® and holds a Series 65 license with five years of industry experience. He currently serves as the sole advisor at Ponta Wealth Partners, LLC, having previously worked at Pathstone, Ascential Alternative Data, 1010DATA, and NorthCoast Asset Management. Ponta Wealth Partners provides investment management and advisory services to high-net-worth individuals, focusing on portfolio construction, ongoing review, and oversight of third-party managers. The firm employs a factor-based, dynamic asset allocation approach primarily using ETFs and individual securities, with discretionary authority over client accounts.
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