Joseph
Powanda
Bay Point Wealth
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About this Advisor
Joseph Powanda is a certified financial planner who works out of Annapolis, Maryland with a total of 1 year of industry experience. Powanda currently works for Bay Point Wealth. Over the course of their career, Powanda has held roles at Bay Point Wealth, Addessi Financial Partners, Usf Bull2Bull, Palma Ceia Golf & Cc, Ron Desantis For Gov. Campaign, Southwest Florida Water Management District, Pasco-Hernando State College, Lpga International Golf Club, Halifax Harbour Marina, Embry-Riddle Aeronautical University, Southern Hills Plantation Club, Nature Coast Technical High School, Embry Riddle Aeronautical University and University Of South Florida - Tampa. Powanda is approved to advise clients in District Of Columbia, Maryland and Texas. Bay Point Wealth is a firm that has its headquarters in Annapolis, MD. The investment advisory business has offices in nine locations and a total of 15 people on staff. It handles $625 million in assets under management across its 1,619 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,619 client accounts, 34% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Bay Point Wealth performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically vary depending on which services the firm provides the client. However, fees charged by Bay Point Wealth most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bay Point Wealth Brokerage Details
$624,854,859
15
1,619
$385,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Powanda Work History
Joseph has been registered as a financial advisor for 1 years.*
Bay Point Wealth
Addessi Financial Partners
Usf Bull2Bull
Palma Ceia Golf & Cc
Ron Desantis For Gov. Campaign
University Of South Florida - Tampa
Southwest Florida Water Management District
Pasco-Hernando State College
Lpga International Golf Club
Halifax Harbour Marina
Embry-Riddle Aeronautical University
Embry Riddle Aeronautical University
Southern Hills Plantation Club
Nature Coast Technical High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Powanda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bay Point Wealth
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
