Switchpoint Financial Planning LLC
Switchpoint Financial Planning LLC is an SEC-registered wealth manager in Lehi, UT with $367.1M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Switchpoint Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282856, SEC 801-125029, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $367.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Lehi, UT
- Employees
- 3
- Clients
- 102
- CRD
- 282856
- Ownership
- SWEENEY, JAMES, RHEAD; Wilhelm, Kyle, David
How much AUM does Switchpoint Financial Planning LLC have?
Switchpoint Financial Planning LLC reported $367.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Switchpoint Financial Planning LLC?
Disclosed owners and executives of Switchpoint Financial Planning LLC include SWEENEY, JAMES, RHEAD, Wilhelm, Kyle, David. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.