SWITCHPOINT FINANCIAL PLANNING LLC of LEHI, UT is an SEC-registered investment adviser (CRD 282856). Regulatory assets under management: $367.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 801.753.8538 |
| — | — | 1 | 8017538538 |
| — | — | 1 | 8017538538 |
| — | — | 1 | 801.753.8538 |
| — | — | 1 | 8017538538 |
| — | — | 1 | 8017538538 |