SEC Form ADV · CIK 1632866

JUNCTURE WEALTH STRATEGIES, LLC

Firm profile: Juncture Wealth Strategies — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserAZ

$473.6M

Assets Under Management

1,122

Total Clients

Employees

Get LP Contact Details

Registration Details

CIK: 1632866
Accession: CRD-298110
Location: SCOTTSDALE, AZ
Filing Date: March 31, 2026
AUM: $473.6M
Total Clients: 1,122
Employees: 11
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

JUNCTURE WEALTH STRATEGIES, LLC is a registered investment adviser headquartered in SCOTTSDALE, AZ, managing approximately $473.6M in assets across 1,122 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings