Kyle David Wilhelm appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Kyle David Wilhelm appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-28 | Form ADV | SWITCHPOINT FINANCIAL PLANNING LLC | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | LEHI, UT |