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Switchpoint Financial Planning LLC

● SEC registered since 2022CRD 282856SEC# 801-125029Lehi, UT
Export (members)
Reg. AUM
$281.5M
Employees
3
Accounts
460
Location
Lehi, UT

Switchpoint Financial Planning LLC assets under management

Switchpoint Financial Planning LLC is an SEC-registered investment adviser based in Lehi, UT. The firm has been registered since 2022. It reports $281.5 million in regulatory assets under management and employs 3 people.
www.facebook.com/switchpointfinancialView on SEC.gov ↗

Switchpoint Financial Planning LLC owners & executives

2 reported
NameTitleOwnershipSince
James Rhead Sweeney ControlManaging MemberOver 75%2015
Kyle David Wilhelm ControlOperations Manager/Chief Compliance Officer10-25%2022

Frequently asked questions

How much does Switchpoint Financial Planning LLC manage?

Switchpoint Financial Planning LLC reports $281.5 million in regulatory assets under management on its Form ADV.

How many employees does Switchpoint Financial Planning LLC have?

Switchpoint Financial Planning LLC reports 3 employees.

Where is Switchpoint Financial Planning LLC located?

Switchpoint Financial Planning LLC is based in Lehi, UT and has been SEC-registered since 2022.

Does Switchpoint Financial Planning LLC disclose fund performance?

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

Contact & registration

Address2901 W Bluegrass Blvd, Suite 200 - 26, Lehi, UT 84043
Phone801.753.8538
Office hours8:30a.m.-5:30p.m.
SEC regionDenver Regional Office (DRO)
CIK2055526
Discloses disciplinary historyNo

Assets under management

Discretionary$275.5M
Non-discretionary$6M
Total (RAUM)$281.5M