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LIFEPOINT PLANNING

LIFEPOINT PLANNING, PLLC

CRD 296911 · SEC 801-131948

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1821 WALDEN OFFICE SQUARE, SUITE 400, SCHAUMBURG, IL, 60173, United States

Phone

844-505-3618

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$168.5M

Discretionary AUM

$158.8M

Team

3 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Other (specify)

Filing date

2026-02-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals57$16.8M
High net worth individuals53$147.3M

All web addresses on file

Official SEC filing: View on IAPD