Key facts
- SWITCHPOINT FINANCIAL PLANNING LLC is a other based in LEHI, UT.
- SWITCHPOINT FINANCIAL PLANNING LLC reports $15.5M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 282856- Regulatory AUM
- $15.5M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- LEHI, UT
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for SWITCHPOINT FINANCIAL PLANNING LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SWITCHPOINT FINANCIAL PLANNING LLC's AUM?
- SWITCHPOINT FINANCIAL PLANNING LLC manages approximately $15.5M in assets.