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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JUNCTURE WEALTH STRATEGIES, LLC

CRD 298110

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:13461f6b-bd95-eb88-6506-5fafa1004e53

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 3
On other graphs: 0
Observed: Aug 1, 2018 to Mar 31, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $474MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $462M
Private client RAUM: $467MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $47.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 9
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,122
Individual clients: 291
High net worth clients: 171
Custody, client assets: $0
SEC number: 801-113927
CIK: 1632866
CRD: 298110
Filings on the tape: 20
First filed: Aug 1, 2018
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: juncturewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BARRY SCOTT RHONEMUS	n/a	SCOTTSDALE, AZ	8	29	3	no
CONNOR PIERCE SMITH	Certified Financial Planner	SCOTTSDALE, AZ	8	11	3	no
JACK ANDREW BARKER	n/a	SCOTTSDALE, AZ	7	24	5	no
BRADLEY JAMES HAINES	Chartered Financial Analyst	SCOTTSDALE, AZ	7	31	3	no
WANDA LEE STAPLEY	n/a	SCOTTSDALE, AZ	7	36	2	no
JANA LAVANWAY	Certified Financial Planner	SCOTTSDALE, AZ	6	17	3	no
HANNAH ROSE CHAPMAN	Certified Financial Planner	SCOTTSDALE, AZ	5	19	2	no
HENRY WONG	n/a	Naperville, IL	4	13	2	no
ALLISON GRAHAM SPANGLER	n/a	SCOTTSDALE, AZ \| Lancaster, OH	2	17	2	no
Daniel Evan Owens	n/a	SCOTTSDALE, AZ	0	23	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARKER, JACK, ANDREW	CHIEF COMPLIANCE OFFICER	Na	yes	03/2013	Aug 1, 2018	Mar 18, 2024
BARKER, JACK, ANDREW	Owner	C	yes	03/2018	Aug 1, 2018	Mar 18, 2024
HAINES, BRADLEY, JAMES	CHIEF INVESTMENT OFFICER	Na	yes	04/2018	Aug 1, 2018	Mar 18, 2024
HAINES, BRADLEY, JAMES	Owner	C	yes	03/2018	Aug 1, 2018	Mar 18, 2024
JUNCTURE, INC.	Owner	E	yes	03/2018	Aug 1, 2018	Mar 18, 2024
RHONEMUS, BARRY, SCOTT	Owner	D	yes	03/2018	Aug 1, 2018	Mar 18, 2024
RHONEMUS, BARRY, SCOTT	CHIEF EXECUTIVE OFFICER	Na	yes	09/2010	Aug 1, 2018	Mar 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JUNCTURE ASSET MANAGEMENT, LLC	n/a	Former SEC adviser	$363M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Tempe	Az	United States	1	no
Lancaster	Oh	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$474M	$462M	11	9	2	n/a	n/a
2024	Mar 26, 2025	$410M	$399M	10	9	2	n/a	n/a
2023	Mar 18, 2024	$333M	$324M	10	9	2	n/a	n/a
2022	Mar 28, 2023	$315M	$296M	11	10	2	n/a	n/a
2021	Mar 31, 2022	$302M	$296M	10	10	2	n/a	n/a
2020	Mar 29, 2021	$254M	$244M	10	9	2	n/a	n/a
2019	Mar 30, 2020	$174M	$174M	8	7	1	n/a	n/a
2018	Feb 22, 2019	$213M	$213M	8	7	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$474M	$410M	15.6%	$315M	14.6%	11	10	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HERITAGE WEALTH MANAGEMENT, LLC	2	Dec 14, 2018	Sep 21, 2018	PHOENIX, AZ	Team lift out	RIA to RIA	22.2%
JUNCTURE WEALTH STRATEGIES, LLC	3	Nov 16, 2018	Oct 24, 2018	SCOTTSDALE, AZ	Firm absorbed	RIA to RIA	50.0%

Relationships

Registered with (11)

← Daniel Evan OwensAdvisorregistration: current employment
May 7, 2026 to presentfactForm ADV
← ALLISON GRAHAM SPANGLERAdvisorregistration: current employment
Sep 8, 2024 to presentfactForm ADV
← HENRY WONGAdvisorregistration: current employment
Nov 19, 2021 to presentfactForm ADV
← HANNAH ROSE CHAPMANAdvisorregistration: current employment
Jan 29, 2021 to presentfactForm ADV
← JANA LAVANWAYAdvisorregistration: current employment
Sep 18, 2020 to presentfactForm ADV
← WANDA LEE STAPLEYAdvisorregistration: current employment
Oct 24, 2018 to presentfactForm ADV
← BRADLEY JAMES HAINESAdvisorregistration: current employment
Oct 22, 2018 to presentfactForm ADV
← JACK ANDREW BARKERAdvisorregistration: current employment
Sep 21, 2018 to presentfactForm ADV
← BARRY SCOTT RHONEMUSAdvisorregistration: current employment
Sep 14, 2018 to presentfactForm ADV
← CONNOR PIERCE SMITHAdvisorregistration: current employment
Sep 14, 2018 to presentfactForm ADV
← TYLER ROBERT KARLAdvisorregistration: previous registration
Oct 22, 2018 to Aug 14, 2024factForm ADV

Affiliated with (2)

→ JUNCTURE ASSET MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← JUNCTURE ASSET MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← BARKER, JACK, ANDREWOwnerOWNER, ownership code C, individual
Aug 1, 2018 to Mar 18, 2024factForm ADV
← HAINES, BRADLEY, JAMESOwnerOWNER, ownership code C, individual
Aug 1, 2018 to Mar 18, 2024factForm ADV
← RHONEMUS, BARRY, SCOTTOwnerOWNER, ownership code D, individual
Aug 1, 2018 to Mar 18, 2024factForm ADV
← JUNCTURE, INC.OwnerOWNER, ownership code E, domestic entity
Aug 1, 2018 to Mar 18, 2024factForm ADV

Moved with (2)

← JUNCTURE WEALTH STRATEGIES, LLCRegistered adviser3 advisors, firm absorbed, same day
Nov 16, 2018 to Oct 24, 2018factForm ADV
← HERITAGE WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Dec 14, 2018 to Sep 21, 2018factForm ADV

Dated events

Occurred
Aug 14, 2024
Advisor changed firm
Tyler Robert Karl left Juncture Wealth Strategies, Llc for Heritage Family Offices, Llp (registered 2025-10-21)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2018
First Form ADV filing
Juncture Wealth Strategies, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2018
Succession filed (Item 4)
Juncture Wealth Strategies, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13461f6b-bd95-eb88-6506-5fafa1004e53
First observed: Aug 1, 2018
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JUNCTURE WEALTH STRATEGIES, LLC

CRD 298110

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:13461f6b-bd95-eb88-6506-5fafa1004e53

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:24 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BARRY SCOTT RHONEMUS

n/a

SCOTTSDALE, AZ

CONNOR PIERCE SMITH

Certified Financial Planner

SCOTTSDALE, AZ

JACK ANDREW BARKER

n/a

SCOTTSDALE, AZ

BRADLEY JAMES HAINES

Chartered Financial Analyst

SCOTTSDALE, AZ

WANDA LEE STAPLEY

n/a

SCOTTSDALE, AZ

JANA LAVANWAY

Certified Financial Planner

SCOTTSDALE, AZ

HANNAH ROSE CHAPMAN

Certified Financial Planner

SCOTTSDALE, AZ

HENRY WONG

n/a

Naperville, IL

ALLISON GRAHAM SPANGLER

n/a

SCOTTSDALE, AZ | Lancaster, OH

Daniel Evan Owens

n/a

SCOTTSDALE, AZ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARKER, JACK, ANDREW

CHIEF COMPLIANCE OFFICER

yes

03/2013

Aug 1, 2018

Mar 18, 2024

BARKER, JACK, ANDREW

Owner

yes

03/2018

Aug 1, 2018

Mar 18, 2024

HAINES, BRADLEY, JAMES

CHIEF INVESTMENT OFFICER

yes

04/2018

Aug 1, 2018

Mar 18, 2024

HAINES, BRADLEY, JAMES

Owner

yes

03/2018

Aug 1, 2018

Mar 18, 2024

JUNCTURE, INC.

Owner

yes

03/2018

Aug 1, 2018

Mar 18, 2024

RHONEMUS, BARRY, SCOTT

Owner

yes

03/2018

Aug 1, 2018

Mar 18, 2024

RHONEMUS, BARRY, SCOTT

CHIEF EXECUTIVE OFFICER

yes

09/2010

Aug 1, 2018

Mar 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JUNCTURE ASSET MANAGEMENT, LLC

n/a

Former SEC adviser

$363M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Tempe

United States

Lancaster

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$474M

$462M

n/a

2024

Mar 26, 2025

$410M

$399M

n/a

2023

Mar 18, 2024

$333M

$324M

n/a

2022

Mar 28, 2023

$315M

$296M

n/a

2021

Mar 31, 2022

$302M

$296M

n/a

2020

Mar 29, 2021

$254M

$244M

n/a

2019

Mar 30, 2020

$174M

n/a

2018

Feb 22, 2019

$213M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$474M

$410M

15.6%

$315M

14.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HERITAGE WEALTH MANAGEMENT, LLC

Dec 14, 2018

Sep 21, 2018

PHOENIX, AZ

Team lift out

RIA to RIA

22.2%

JUNCTURE WEALTH STRATEGIES, LLC

Nov 16, 2018

Oct 24, 2018

SCOTTSDALE, AZ

Firm absorbed

RIA to RIA

50.0%