SWITCHPOINT FINANCIAL PLANNING LLC

SWITCHPOINT FINANCIAL PLANNING LLC of LEHI, UT is an SEC-registered investment adviser (CRD 282856). Regulatory assets under management: $367.1M.

Registration

• CRD: 282856
• SEC file number: 801-125029
• Type: Registered investment adviser
• Location: 2901 W BLUEGRASS BLVD, SUITE 200 - 26, LEHI, UT, 84048
• Phone: 801.753.8538
• Latest filing: 2026-03-31
• Regulatory AUM: $367.1M
• Discretionary AUM: $360.8M
• Non-discretionary AUM: $6.3M
• Clients: 3
• Accounts: 525

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282856 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search