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Scott Francis

Partner at Ponta Wealth Partners in Winter Park, FL

Investment adviser registrationUpdated

Scott Francis is Partner of Ponta Wealth Partners, LLC, an investment adviser managing $214M, and works from its Winter Park, FL office. Scott Francis has been registered as an investment adviser representative through Ponta Wealth Partners since 5 October 2026 and has 0 years in the industry across 1 firm.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Scott Francis has been Partner of Ponta Wealth Partners since January 2024, is a control person of the firm and directly owns 75% or more of it.

Ponta Wealth Partners, LLC is a Winter Park, FL firm with $214M under management, 24 clients and 2 advisers in one office, as of its September 2026 filing.

  1. – present · under a year
    Winter Park, FL · Adviser representative · Firm CRD 330058

Credentials and registrations

Investment adviser representative registrations

Scott Francis is registered as an investment adviser representative in Florida, since October 2026.

  • FloridaSince 5 October 2026

Examinations

No examinations are on Scott Francis’s record.

Key facts

Full name
Scott Edward Francis
CRD
7871089
Firm
Ponta Wealth Partners · CRD 330058
Role
Partner
Office
300 Garfield Ave, Suite 200, Winter Park, FL 32789
Registration
Investment adviser registration
In the industry since
October 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Scott Francis work?

Scott Francis has been Partner of Ponta Wealth Partners, LLC since January 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 4 September 2026

Is Scott Francis a financial advisor?

Yes. Scott Francis has a current investment-adviser registration in Florida, through Ponta Wealth Partners since October 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Scott Francis have?

Scott Francis has 0 years in the financial industry, since October 2026, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Scott Francis based?

Scott Francis’ registered office is in Winter Park, FL.

Source: IAPD individual record, checked 22 October 2026

Is Scott Francis registered with FINRA?

No. Scott Francis has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Scott Francis’ record?

Search CRD 7871089 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Francis’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Ponta Wealth Partners

Sources

  1. IAPD individual record, CRD 7871089, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ponta Wealth Partners, LLC, filed 4 September 2026. Title, control and ownership bands.