SourcingSourcing

TOWERPOINT WEALTH, LLC

C19
CRD 288593·SEC 801-110596·SACRAMENTO, CA
AUM
$561.3M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TOWERPOINT WEALTH, LLC
CRD
288593
SEC file #
801-110596
EIN
821598220
DBA names
—

Economics

AUM
$561.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$193.1M → $561.3M▲ +191%
Client mix
Individuals Other400
Individuals High Net Worth161
Corporations9

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
SACRAMENTO CA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargomedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
linkedin.com/company/towerpointwealth(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE ESCHLEMAN FAMILY TRUST U/A DTD
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
THE ESCHLEMAN FAMILY TRUST U/A DTD
LATURNER, JONATHAN, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:towerpoint.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001731445
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2018-02-15
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001731445-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Window
Wells Fargo4
Full
Charles Schwab6
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
500 CAPITOL MALL, SUITE 1060SACRAMENTO, CA 95814
Business
500 CAPITOL MALL, SUITE 1060SACRAMENTO, CA 95814
Edgar EIN
821598220
Edgar Recent Filings
13F-HR2026-04-08 · 0001731445-26-000002
13F-HR2026-01-15 · 0001731445-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
LATURNER, JONATHAN, WILLIAM
IAR · Direct Owner · 17.5%
5103684
BILLIGMEIER, NATHAN, PAUL
IAR · Direct Owner · 7.5%
5750851
MCKINNEY, LORI, ANNE
Direct Owner · 7.5%
4149452
PITCHFORD, STEVEN, MICHAEL
IAR · Executive Officer · 2.5%
5687306
ESCHLEMAN, JOSEPH, FREDERICK
IAR · Executive Officer · 2.5%
3237843
Megan Miller
IAR
7677429