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Lifepoint Planning, PLLC

● SEC registered since 2025CRD 296911SEC# 801-131948Schaumburg, IL
Export (members)
Reg. AUM
$118.9M
Employees
3
Accounts
357
Location
Schaumburg, IL

Lifepoint Planning, PLLC assets under management

Lifepoint Planning, PLLC is a registered investment adviser overseen by the SEC based in Schaumburg, IL. The firm has been registered since 2025. It reports $118.9 million in regulatory assets under management and employs 3 people.
www.facebook.com/lifepointplanningView on SEC.gov ↗

Lifepoint Planning, PLLC owners & executives

1 reported
NameTitleOwnershipSince
Douglas Allen Oosterhart ControlFounder, CcoOver 75%2018

Frequently asked questions

How much does Lifepoint Planning, PLLC manage?

Lifepoint Planning, PLLC reports $118.9 million in regulatory assets under management on its Form ADV.

How many employees does Lifepoint Planning, PLLC have?

Lifepoint Planning, PLLC reports 3 employees.

Where is Lifepoint Planning, PLLC located?

Lifepoint Planning, PLLC is based in Schaumburg, IL and has been SEC-registered since 2025.

Does Lifepoint Planning, PLLC disclose fund performance?

Lifepoint Planning, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1821 Walden Office Square, Suite 400, Schaumburg, IL 60173
Phone844-505-3618
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.1M
Non-discretionary$4.8M
Total (RAUM)$118.9M