RIA Intel›Advisers›New York›POINT B PLANNING, LLC

POINT B PLANNING, LLC

Advisory

N·KATONAH, NY

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$114M

1-Year AUM Growth

+26.6%

3-Year CAGR

+14.1%

Employees

2

Assets Under Management

Total AUM$114M

Discretionary AUM$90M

Non-Discretionary AUM$24M

Discretionary %79.3%

Total Clients90

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record6

First FilingMar 30, 2020

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 6 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on POINT B PLANNING, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.