← Back to searchVisit website
PIVOT POINT WEALTH PLANNING
STITH FINANCIAL PLANNING, LLC
CRD 287623
512 HILLCREST DRIVE, SUITE D, BRANDENBURG, KY, 40108, United States
Phone
270-945-1404
Fax
270-422-7926
Registration
— (—)
Source
State registered
Total AUM
$30.2M
Discretionary AUM
$25.6M
Team
2 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $20.8M |
| High net worth individuals | 6 | $4.7M |
| Pension/profit sharing plans | 1 | $4.7M |
All web addresses on file
Official SEC filing: View on IAPD