# SWITCHPOINT FINANCIAL PLANNING LLC

SWITCHPOINT FINANCIAL PLANNING LLC of LEHI, UT is an SEC-registered investment adviser.

## Registration

- CRD: 282856
- Type: SEC-registered investment adviser
- SEC file number: 801-125029
- 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)

| Name | Role | Location |
| --- | --- | --- |
| James Rhead Sweeney | MANAGING MEMBER | — |
| Kyle David Wilhelm | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | — |
| WILHELM BRET DAVID | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | — |
| SWEENEY JAMES RHEAD | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282856/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282856/similar
- Related entities: https://search.stillhousedata.com/firm/282856/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282856

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.