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SWITCHPOINT FINANCIAL PLANNING LLC
CRD 282856 · SEC 801-125029
2901 W BLUEGRASS BLVD, SUITE 200 - 26, LEHI, UT, 84048, United States
Phone
801.753.8538
Fax
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Registration
— (—)
Source
State registered
Total AUM
$367.1M
Discretionary AUM
$360.8M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $23.8M |
| High net worth individuals | 66 | $341.7M |
| Pension/profit sharing plans | 1 | $1.1M |
| Charitable organizations | 1 | $542K |
All web addresses on file
Official SEC filing: View on IAPD