Juncture Wealth Strategies, Llc
- Regulatory AUM
- $474M
- Discretionary
- $462M
- Clients
- 462
- Avg AUM / client
- $1.0M
- Accounts
- 1,122
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 291 | $63.0M | 13.3% |
| High net worth individuals | 171 | $404M | 85.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.4M | 0.72% |
| Charitable organizations | Fewer than 5 clients | $2.9M | 0.62% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barry Scott Rhonemus | Owner | Sep 2010 (16y) | ≈ 37.5% – 75% via Juncture, Inc. | |
| Jack Andrew Barker | Chief Compliance Officer | Mar 2013 (13y) | ≈ 18.75% – 50% via Juncture, Inc. | |
| Bradley James Haines | Owner | CFA | Mar 2018 (8y) | ≈ 18.75% – 50% via Juncture, Inc. |
| Connor Pierce Smith | Registered representative | CFP | Sep 2018 (8y) | |
| Wanda Lee Stapley | Registered representative | Oct 2018 (8y) | ||
| Jana Lavanway | Registered representative | CFP | Sep 2020 (6y) | |
| Hannah Rose Chapman | Registered representative | CFP | Jan 2021 (6y) | |
| Henry Wong | Registered representative | Nov 2021 (5y) | ||
| Allison Graham Spangler | Registered representative | Sep 2024 (2y) | ||
| Daniel Evan Owens | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Juncture, Inc. | Owner | Mar 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Barry Scott Rhonemus: 50% – 75% of Juncture, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Jack Andrew Barker: 25% – 50% of Juncture, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Bradley James Haines: 25% – 50% of Juncture, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $473M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗