LIFEPOINT PLANNING, PLLC

LIFEPOINT PLANNING, PLLC of SCHAUMBURG, IL is an SEC-registered investment adviser (CRD 296911). Regulatory assets under management: $168.5M.

Registration

• CRD: 296911
• SEC file number: 801-131948
• Type: Registered investment adviser
• Location: 1821 WALDEN OFFICE SQUARE, SUITE 400, SCHAUMBURG, IL, 60173
• Phone: 844-505-3618
• Latest filing: 2026-02-18
• Regulatory AUM: $168.5M
• Discretionary AUM: $158.8M
• Non-discretionary AUM: $9.6M
• Clients: 3
• Accounts: 451

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296911 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search