JUNCTURE WEALTH STRATEGIES, LLC
SEC RegisteredWhere Wealth Management Inspires Clarity | Comfort | Confidence
About the firm
Juncture Wealth Strategies is an experienced and exceptional wealth management firm dedicated to working closely with clients towards their success. Founded in 2010 by Barry Rhonemus, the firm provides customized wealth management experiences and also offers support to advisors looking to grow their practice. Their team takes a boutique, integrated approach to serve individuals, families, and growth-oriented wealth advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management services to grow and protect client wealth, customized financial planning, integrated collaboration for complex wealth situations, and practice management support and resources for independent wealth advisors.
Who they serve
Affluent families, successful young professionals, business owners, and growth-oriented wealth advisors including independent, IBD, breakaway, and private bank wealth advisors with high- and ultra-high-net-worth clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 291 | $63M |
| High Net Worth Individuals | 171 | $404M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JUNCTURE WEALTH STRATEGIES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.