Jeffrey Wund is a control person of Point B Planning and directly owns between 25% and 50% of it. Jeffrey Wund holds a Bachelor of Science in Corporate Finance and Investment Management from the University of Alabama.
Point B Planning is an investment adviser based in Katonah, NY, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $114 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
Jeff Wund is Partner and Chief Compliance Officer of AtwoB, based in Katonah, New York. He provides comprehensive financial planning, investment and wealth management services. Before joining the firm, he spent almost 4 years as Chief Operating Officer and Chief Compliance Officer at Blue Water Advisors and nearly 11 years as Director of Operations and Chief Compliance Officer at Prosper Advisors. He started his career as a Financial Advisor with American Express Financial Advisors.
- CRD
- 3265536
- Firm
- Point B Planning · CRD 172961
- Role
- Principal and Chief Compliance Officer
- In role since
- April 2018 · 8 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Katonah, NY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- atwob.com
Where does Jeffrey Wund work?
Jeffrey Wund has been Principal and Chief Compliance Officer of Point B Planning, LLC since April 2018, and is a control person of the firm.
How can I verify Jeffrey Wund’s record?
Jeffrey Wund’s role is listed on Point B Planning, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 172961.
