Juncture Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, estate planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Juncture Wealth Strategies reports 462 clients. They include 291 individual clients and 171 high-net-worth individuals. Of its assets, 97.6% ($462M across 21 accounts) are managed with discretion; $11.6M across 1,101 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 13% |
| High-net-worth individuals | 37% | 85% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 291 | $63M | 13.3% | $216K |
| High-net-worth individuals | 171 | $404M | 85.4% | $2.36M |
| Pension and profit-sharing plans | Fewer than 5 | $3.39M | 0.7% | — |
| Charitable organizations | Fewer than 5 | $2.93M | 0.6% | — |
| Total | 462 | $474M | 100% | — |
- Clients
- 291
- Regulatory AUM
- $63M
- AUM share
- 13.3%
- Avg. per client
- $216K
- Clients
- 171
- Regulatory AUM
- $404M
- AUM share
- 85.4%
- Avg. per client
- $2.36M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.39M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.93M
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 462
- Regulatory AUM
- $474M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Juncture Wealth Strategies charges up to 2.00% for its Compensation for advisory services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed at a flat rate that the adviser negotiates annually for each plan, with no minimum charge.
Juncture, Inc. owns 75% or more of Juncture Wealth Strategies and is in turn owned by Barry Rhonemus (50–75%), Jack Barker (25–50%) and Bradley Haines (25–50%). Barry Rhonemus is CEO; the leadership team includes Chief Investment Officer Bradley Haines and Chief Compliance Officer Jack Barker. It has 11 employees, 9 of them in advisory roles.
Leadership
Barry RhonemusChief Executive Officer- Jack BarkerChief Compliance Officer
Bradley HainesChief Investment Officer
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 9 in advisory functions
- 9 state-registered reps
- 7 insurance agents
- 1 soliciting firm
- Owns 75% or more of Juncture Wealth Strategies, LLC
Juncture, Inc.
Control person · since March 2018
- Owns 50% to 75% of Juncture, Inc.
Barry Rhonemus
Control person · since March 2018
- Owns 25% to 50% of Juncture, Inc.
Jack Barker
Control person · since March 2018
- Owns 25% to 50% of Juncture, Inc.
Bradley Haines
Control person · since March 2018
Juncture Wealth Strategies’ regulatory assets grew 1.9× from $254M (May 2021) to $474M (March 2026); clients rose from 239 to 462 and employees from 10 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $474M | 462 | 11 | 3 |
| March 2025 | $410M | 436 | 10 | 3 |
| March 2024 | $333M | 333 | 10 | 3 |
| March 2023 | $315M | 300 | 11 | 3 |
| July 2022 | $302M | 280 | 10 | 3 |
| May 2021 | $254M | 239 | 10 | 3 |
Besides its headquarters, Juncture Wealth Strategies has 2 offices, with 3 listed addresses in Arizona and Ohio.
Arizona · 2 listed addresses
- 8777 E. Via De Ventura, Suite 120, ScottsdaleHQ
- 9855 S Priest Drive, Tempe
Ohio · 1 listed address
- 118 East Main Street, Lancaster
Contact and registration details
- Legal name
- Juncture Wealth Strategies, LLC
- Headquarters
- 8777 E. Via De Ventura, Suite 120, Scottsdale, AZ 85258
- Website
- juncturewealth.com
- Phone
- 480-253-4100
- @juncture-wealth-strategies-llc
- SEC file
- 801-113927
- Founded
- 2010
- Structure
- Delaware LLC
- Fiscal year end
- December
Juncture Wealth Strategies uses Charles Schwab ($473M) as custodian for its separately managed accounts. Juncture Wealth Strategies does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $473M100%
At year end, Juncture Wealth Strategies’ separately managed accounts were mostly in funds (60%) and bonds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $384M across 179 positions; the largest are Vanguard Index Fds (16.2%), Schwab Strategic TR (9.2%) and Dimensional ETF Trust (4.8%).
What the accounts hold
- Stocks14%
- Funds60%
- Bonds16%
- State and local bonds9%
- Investment grade corporate bonds6%
- U.S. government and agency bonds1%
- Cash10%
Reported 13F holdings
- $384M
- Reported 13F value
- 179
- Positions
- 47.9%
- In the 10 largest
- +28.5%
- Value vs. prior quarter
- Vanguard Index Fds · Large Cap ETF16.2%
- Schwab Strategic TR · US Brd Mkt ETF9.2%
- Dimensional ETF Trust · US Mktwide Value4.8%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt3.9%
- Schwab Strategic TR · US Dividend EQ2.7%
- iShares TR · Core US Aggbd ET2.6%
- Dimensional ETF Trust · US Targeted Vlu2.5%
- Vanguard Scottsdale Fds · Int-term Corp.2.3%
- Vanguard Intl Equity Index F · FTSE Europe ETF1.9%
- SPDR Series Trust · ST Str SP Div1.8%
Together, the ten largest are 47.9% of reported value.
How many clients does Juncture Wealth Strategies have?
Juncture Wealth Strategies has 462 clients and manages $474 million for them, as of March 2026. They include 291 individual clients and 171 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Juncture Wealth Strategies offer?
Juncture Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Juncture Wealth Strategies charge?
Juncture Wealth Strategies charges up to 2.00% for its Compensation for advisory services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Which custodians does Juncture Wealth Strategies use?
Juncture Wealth Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $473M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Juncture Wealth Strategies have?
Juncture Wealth Strategies has 9 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Juncture Wealth Strategies invest in?
At the end of its last fiscal year, Juncture Wealth Strategies’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 10% cash and equivalents, 9% state and local bonds, 6% investment grade corporate bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Juncture Wealth Strategies?
Juncture Wealth Strategies is owned through a holding company by Barry Rhonemus, Jack Barker and Bradley Haines. Its direct owner is Juncture, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Juncture Wealth Strategies get paid?
Juncture Wealth Strategies is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Juncture Wealth Strategies?
Juncture Wealth Strategies’ main office is at 8777 E. Via De Ventura, Suite 120, Scottsdale, AZ 85258. Its phone number is 480-253-4100. Its website is juncturewealth.com.