Towerpoint Wealth, LLC
● SEC registered since 2017CRD 288593SEC# 801-110596Sacramento, CA
Reg. AUM
$561.3M
Employees
9
Accounts
1,475
Location
Sacramento, CA
Towerpoint Wealth, LLC assets under management
Towerpoint Wealth, LLC is an investment advisory firm registered with the SEC based in Sacramento, CA. The firm has been registered since 2017. It reports $561.3 million in regulatory assets under management and employs 9 people.
Towerpoint Wealth, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan William Laturner | Member | 10-25% | 2021 |
| Joseph Frederick Eschleman Control | Chief Compliance Officer | Under 5% | 2017 |
| Lori Anne McKinney Control | Member | 5-10% | 2020 |
| Nathan Paul Billigmeier Control | Member | 5-10% | 2020 |
| Steven Michael Pitchford Control | Member | Under 5% | 2020 |
| The Eschleman Family Trust U/A Dtd 4/30/2007 Control | Member | 50-75% | 2017 |
| Joseph Frederick Eschleman Control | Trustee | Over 75% | 2007 |
Frequently asked questions
How much does Towerpoint Wealth, LLC manage?
Towerpoint Wealth, LLC reports $561.3 million in regulatory assets under management on its Form ADV.
How many employees does Towerpoint Wealth, LLC have?
Towerpoint Wealth, LLC reports 9 employees.
Where is Towerpoint Wealth, LLC located?
Towerpoint Wealth, LLC is based in Sacramento, CA and has been SEC-registered since 2017.
Does Towerpoint Wealth, LLC disclose fund performance?
Towerpoint Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Capitol Mall, Suite 2060, Sacramento, CA 95814 |
| Phone | (916) 405-9140 |
| Fax | (916) 405-9155 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1731445 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$561.3M▲ 19%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$561.3Mregulatory AUM
Discretionary $559.9MNon-discretionary $1.3M