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LIFEPOINT FINANCIAL DESIGN
LIFEPOINT FINANCIAL DESIGN LLC
CRD 321153
26 S RIO GRANDE, #2072, SALT LAKE CITY, UT, 84101, United States
Phone
805-234-7288
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.8M
Discretionary AUM
$18.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $11.6M |
| High net worth individuals | 4 | $7.2M |
All web addresses on file
Official SEC filing: View on IAPD