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TOWERPOINT WEALTH, LLC

SACRAMENTO, CA · CRD 288593 · IAPD ↗ · (916) 405-9140

$561.3MRegulatory AUM
5Advisory reps
9Employees
4Clients
1-10Planning clients
0Private funds
7States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — TOWERPOINT WEALTH, LLC notice-filed in AZ, CO, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — TOWERPOINT WEALTH, LLC crossed $500M in regulatory AUM ($470.0M -> $561.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
April 2024 — TOWERPOINT WEALTH, LLC notice-filed in NV, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — TOWERPOINT WEALTH, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.