# Ponte Vedra Wealth

Ponte Vedra Wealth is a RIA based in Ponte Vedra Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Ponte Vedra Beach, United States
- **Region:** North America
- **Address:** Ponte Vedra Beach, FL, United States
- **Assets under management:** Undisclosed
- **Website:** pontevedrawealth.com
- **LinkedIn:** https://www.linkedin.com/company/ponte-vedra-wealth

## Regulatory record

- **CRD number:** 142080
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142080

## About

Truewater Wealth integrates portfolio management, financial planning, income tax compliance and tax planning to put each client’s financial life in clear, coordinated focus. As a fee-only fiduciary and Registered Investment Advisor, the firm is obligated to act in clients’ best interest, with no products or commissions. It offers personalized investment, tax, and financial planning strategies, including portfolio management, tax strategies, and work with Certified Financial Planner® professionals.

## Sectors

- Real Estate
- Private Credit
- Enterprise Software
- FinTech
- Healthcare Services

## People

- David Miller — Founder

## Questions

### Who runs investment decisions at Ponte Vedra Wealth?

David Miller, the founder and sole principal, directly oversees all investment decisions. The office does not employ a separate CIO or external investment committee. Miller's background as a fintech founder informs underwriting across technology and financial-services allocations.

### How does Ponte Vedra Wealth source proprietary deal flow?

The firm sources primarily through founder and operator networks developed during Miller's fintech operating career. Rather than competing in broad auction processes, Ponte Vedra Wealth targets direct co-investments and structured private placements accessed through relationships with venture firms, credit originators, and regional real-estate sponsors in the US Southeast.

### What is Ponte Vedra Wealth's known posture on co-investments alongside external GPs?

Co-investment is a core execution strategy. The office writes equity checks alongside venture and growth-equity sponsors in enterprise software and fintech, and participates in structured-credit facilities originated through non-bank lenders. The lean team and single-decision-maker structure allow for quick execution on co-investment terms.

## Related profiles

- [West Coast Capital Management](https://altss.com/profile/west-coast-capital-management-llc)
- [Turner Financial Services](https://altss.com/profile/turner-financial-services-inc)

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Last updated: 2026-08-11T15:07:49.000Z

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