Chief Executive Officer · Juncture Wealth Strategies, LLC
Barry S. Rhonemus
CRD 2801533 · Named on Form ADV at one SEC-registered adviser
At a glance
Juncture Wealth Strategies, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $474 million in regulatory assets, lists Barry S. Rhonemus on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Juncture Wealth Strategies, LLCChief Executive OfficerWealth manager · Scottsdale, AZ · $474M in regulatory assets
AtlasMembers
Barry’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jack A. BarkerChief Compliance Officer, Juncture Wealth Strategies, LLC
- Bradley J. HainesChief Investment Officer, Juncture Wealth Strategies, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.