PIVOT POINT WEALTH PLANNING

PIVOT POINT WEALTH PLANNING of BRANDENBURG, KY is an SEC-registered investment adviser (CRD 287623). Regulatory assets under management: $30.2M.

Registration

• CRD: 287623
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search