Juncture Wealth Strategies, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

298110

SEC number

801-113927

Firm type

RIA

Assets under management

$473.6M as of Mar 31, 2026

Website

www.juncturewealth.com ↗

Phone

480-253-4100

Address

8777 E. Via De Ventura, Scottsdale, AZ, 85258

Advisors at this firm

10 in our index · page 1 of 1

• Jack Andrew BarkerCRD 2570575 · Scottsdale, AZ
  IA Registered
• Hannah Rose ChapmanCRD 5412965 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Bradley James HainesCRD 2571132 · Scottsdale, AZ
  IA Registered
• Jana LavanwayCRD 5590378 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Daniel Evan OwensCRD 4695142 · Scottsdale, AZ
  IA Registered
• Barry Scott RhonemusCRD 2801533 · Scottsdale, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Connor Pierce SmithCRD 6539351 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Allison Graham SpanglerCRD 5535838 · Lancaster, OH
  IA RegisteredRegistration inactive
• Wanda Lee StapleyCRD 1872814 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Henry WongCRD 6242344 · Naperville, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.