LIFEPOINT FINANCIAL DESIGN

LIFEPOINT FINANCIAL DESIGN of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 321153). Regulatory assets under management: $18.8M.

Registration

• CRD: 321153
• Type: Registered investment adviser
• Location: 26 S RIO GRANDE, SALT LAKE CITY, UT, 84101
• Phone: 805-234-7288
• Latest filing: 2026-03-18
• Regulatory AUM: $18.8M
• Discretionary AUM: $18.8M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321153 on SEC IAPD (source of record)
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