SWITCHPOINT FINANCIAL PLANNING LLC
CRD #282856 SEC #801-125029 LEHI, UT 801.753.8538
SEC Registered
Total AUM
$281.5M
Discretionary
$275.5M
Employees
3
Clients
51
Accounts
460
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $281.5M | $275.5M | $6M | 3 | 0 |
| Mar 2024 | $227.4M | $221.6M | $5.8M | 4 | 0 |
| Dec 2023 | $156.9M | $156.9M | $0 | 3 | 0 |
| Mar 2023 | $156.9M | $156.9M | $0 | 3 | 0 |
| Apr 2022 | $129.7M | $129.7M | $0 | 3 | 0 |
| Apr 2022 | $129.7M | $129.7M | $0 | 3 | 0 |
DateMar 2025
Total AUM$281.5M
Discretionary$275.5M
Non-Disc.$6M
Employees3
Clients0
DateMar 2024
Total AUM$227.4M
Discretionary$221.6M
Non-Disc.$5.8M
Employees4
Clients0
DateDec 2023
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$129.7M
Discretionary$129.7M
Non-Disc.$0
Employees3
Clients0