Pontera
$24.9M reported client assets across 4 advisory firms in FY2023 annual amendments
Reported client assets over time
$22.5M
$22.9M
2022
2023
Same-firm comparison: 2 firms that reported Pontera in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Mra Advisory Group | $22.8M | $246M | 9.3% | 03/11/2024 |
| Nova Wealth Management, Inc. | $1.8M | $152M | 1.2% | 03/18/2024 |
| Success Wealth Management Llc | $250K | $40.1M | 0.6% | 01/29/2024 |
| Core Alpha, Inc. | $126K | $94.5M | 0.1% | 01/30/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.