RIA Intel›Advisers›California›ONPOINT FINANCIAL MANAGEMENT LLC

ONPOINT FINANCIAL MANAGEMENT LLC

Advisory

BEVERLY HILLS, CA

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in CA
#4,896
of 5,480 advisers by AUM
Average account
$151K
across 36 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
36
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients36
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ZHU, JUN
$5M
CONSCIOUS INVESTMENT SERVICES, LLC
$5M
CRAWFORD CAPITAL, LLC
LOS ANGELES, CA
$5M
BLOM LEVY & CO., LLC
$5M
VIRGO INVESTMENT SOCIETAS LLC
BURLINGAME, CA
$5M
-5.3% 1Y
DEL REY GLOBAL INVESTORS, LLC
LOS ANGELES, CA
$5M
-99.2% 1Y

Get the full picture on ONPOINT FINANCIAL MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ONPOINT FINANCIAL MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans