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Towerpoint Wealth, LLC CRD 288593
$561M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 Capitol Mall Suite 2060, Sacramento, CA 95814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-07 |
| CA | RA | APPROVED | 2017-05-30 |
Branch Locations
500 Capitol Mall Suite 1060, Sacramento, CA 95814 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sacramento | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 11/2016 | 04/2017 |
| Towerpoint Wealth, Llc | Sacramento | CA | 05/2017 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 08/2017 | 05/2026 |
1. RESIDENTIAL RENTAL PROPERTIES - INVESTMENT-RELATED - SACRAMENTO, CA - RESIDENTIAL RENTAL PROPERTIES - OWNER - 5/1999 - APPROX 2 HRS/MONTH (0 HRS/MONTH DURING TRADING HRS) - OWN VARIOUS RESIDENTIAL RENTAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-21 |
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