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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

JUNCTURE WEALTH STRATEGIES, LLC

CRD 155175

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:98d5cfe7-1b09-d809-e4e7-13d491333cd4

Data as of Mar 9, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2012 to Mar 9, 2017
15 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $173MItem 5.F on the latest filing (2017-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $173M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 6
Accounts: 323
SEC number: 801-71866
CRD: 155175
Filings on the tape: 15
First filed: Feb 7, 2012
Latest filed: Mar 9, 2017
Organised: Limited Liability Company, Delaware

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
BOYD, MATTHEW, CHARLES	MANAGING MEMBER	D	yes	11/2010	Feb 7, 2012	Mar 9, 2017
RHONEMUS, BARRY, SCOTT	MANAGING MEMBER	D	yes	11/2010	Feb 7, 2012	Mar 9, 2017
BARKER, JACK, ANDREW	CHIEF COMPLIANCE OFFICER/CHIEF FIDUCIARY OFFICER	Na	no	08/2013	Feb 3, 2014	Mar 9, 2017

Offices

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

City	State	Country	Employees	Also broker-dealer
SOLANA BEACH	CA	United States	n/a	no
Lancaster	Oh	United States	n/a	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
2016	Mar 9, 2017	$173M	$173M	7	6	n/a	n/a	n/a
2015	Feb 5, 2016	$167M	$153M	7	5	n/a	n/a	n/a
2014	Jan 27, 2015	$150M	$135M	6	6	n/a	n/a	n/a
2013	Feb 3, 2014	$142M	$116M	6	6	n/a	n/a	n/a
2012	Jan 22, 2013	$126M	$88.3M	4	3	n/a	n/a	n/a
2011	Mar 26, 2012	$94.6M	$65.2M	n/a	n/a	n/a	n/a	n/a

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
2016	$173M	$167M	3.6%	$142M	6.8%	7	7	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
JUNCTURE WEALTH STRATEGIES, LLC	4	Aug 17, 2017	Jul 24, 2017	SCOTTSDALE, AZ	Firm absorbed	Other	100.0%

Relationships

Controls (2)

← BOYD, MATTHEW, CHARLESOwnerMANAGING MEMBER, ownership code D, individual
Feb 7, 2012 to presentfactForm ADV
← RHONEMUS, BARRY, SCOTTOwnerMANAGING MEMBER, ownership code D, individual
Feb 7, 2012 to presentfactForm ADV

Owns (1)

← BARKER, JACK, ANDREWOwnerCHIEF COMPLIANCE OFFICER/CHIEF FIDUCIARY OFFICER, ownership code NA, individual
Feb 3, 2014 to presentfactForm ADV

Registered with (4)

← WANDA LEE STAPLEYAdvisorregistration: previous registration
Feb 26, 2016 to Aug 17, 2017factForm ADV
← JACK ANDREW BARKERAdvisorregistration: previous registration
Aug 14, 2013 to Aug 17, 2017factForm ADV
← BRADLEY JAMES HAINESAdvisorregistration: previous registration
Sep 8, 2015 to Aug 17, 2017factForm ADV
← BARRY SCOTT RHONEMUSAdvisorregistration: previous registration
Dec 1, 2010 to Aug 17, 2017factForm ADV

Moved with (1)

→ JUNCTURE WEALTH STRATEGIES, LLCRegistered adviser4 advisors, firm absorbed, same day
Aug 17, 2017 to Jul 24, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98d5cfe7-1b09-d809-e4e7-13d491333cd4
First observed: Feb 7, 2012
Last observed: Mar 9, 2017 116 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 155175

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:98d5cfe7-1b09-d809-e4e7-13d491333cd4

Data as of Mar 9, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOYD, MATTHEW, CHARLES

MANAGING MEMBER

yes

11/2010

Feb 7, 2012

Mar 9, 2017

RHONEMUS, BARRY, SCOTT

MANAGING MEMBER

yes

11/2010

Feb 7, 2012

Mar 9, 2017

BARKER, JACK, ANDREW

CHIEF COMPLIANCE OFFICER/CHIEF FIDUCIARY OFFICER

08/2013

Feb 3, 2014

Mar 9, 2017

City

State

Country

Employees

Also broker-dealer

SOLANA BEACH

United States

n/a

Lancaster

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 9, 2017

$173M

n/a

2015

Feb 5, 2016

$167M

$153M

n/a

2014

Jan 27, 2015

$150M

$135M

n/a

2013

Feb 3, 2014

$142M

$116M

n/a

2012

Jan 22, 2013

$126M

$88.3M

n/a

2011

Mar 26, 2012

$94.6M

$65.2M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$173M

$167M

3.6%

$142M

6.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

JUNCTURE WEALTH STRATEGIES, LLC

Aug 17, 2017

Jul 24, 2017

SCOTTSDALE, AZ

Firm absorbed

Other

100.0%