# DECISIONPOINT FINANCIAL, LLC

DECISIONPOINT FINANCIAL, LLC of MESA, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 296988
- Type: SEC-registered investment adviser
- SEC file number: 801-113384
- Location: 2812 NORTH NORWALK, SUITE 116, MESA, AZ, 85215
- Phone: 480-553-6249
- Latest filing: 2026-03-31
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 18
- Accounts: 1,853

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Sarah Johnson | TRUSTEE | Waltham, MA |
| Katherine Grace Dow | MEMBER | — |
| Scott Jamison Johnson | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Curtis John Harrison | TRUSTEE; VICE PRESIDENT | — |
| Kailey Ann Harrison | TRUSTEE | — |
| Matthew Judson Daley | PARTNER & SENIOR FINANCIAL PLANNER | — |
| HARRISON MICHAEL JOHN | TRUSTEE; VICE PRESIDENT | — |
| HARRISON LESLIE ANN | TRUSTEE | — |
| JOHNSON SCOTT JAMISON | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| JOHNSON SARAH | TRUSTEE | — |
| Kailey Harrison Ann | TRUSTEE | — |
| DALEY MATTHEW JUDSON | PARTNER & SENIOR FINANCIAL PLANNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296988/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296988/similar
- Related entities: https://search.stillhousedata.com/firm/296988/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296988

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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.
