# PIVOT POINT WEALTH PLANNING

PIVOT POINT WEALTH PLANNING of BRANDENBURG, KY is an SEC-registered investment adviser.

## Registration

- CRD: 287623
- Type: SEC-registered investment adviser
- Location: 512 HILLCREST DRIVE, BRANDENBURG, KY, 40108
- Phone: 270-945-1404
- Latest filing: 2026-03-10
- Regulatory AUM: $30.2M
- Discretionary AUM: $25.6M
- Non-discretionary AUM: $4.7M
- Clients: 2
- Accounts: 251

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287623/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287623/similar
- Related entities: https://search.stillhousedata.com/firm/287623/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287623

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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.