Pontera Solutions, Inc.
$86.4M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$72.4M
$78.3M
2024
2025
Same-firm comparison: 1 firms that reported Pontera Solutions, Inc. in both FY2024 and FY2025 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 |
|---|---|---|---|---|
| Drucker Wealth 3.0, Llc | $78.3M | $771M | 10.2% | 03/31/2026 |
| Pacific Park Financial, Inc. | $8.1M | $222M | 3.6% | 03/23/2026 |
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.