Lifepoint Planning
Lifepoint Planning is an SEC-registered wealth manager in Schaumburg, IL with $168.5M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Lifepoint Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296911, SEC 801-131948, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $168.5M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Schaumburg, IL
- Employees
- 3
- Clients
- 110
- CRD
- 296911
- Ownership
- OOSTERHART, DOUGLAS, ALLEN
How much AUM does Lifepoint Planning have?
Lifepoint Planning reported $168.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Lifepoint Planning?
Disclosed owners and executives of Lifepoint Planning include OOSTERHART, DOUGLAS, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.