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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Wilhelm, Kyle, David | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilhelm, Kyle, David | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilhelm, Kyle, David | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| Wilhelm, Kyle, David | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SWEENEY, JAMES, RHEAD | I | MANAGING MEMBER | E | Control |
| SWEENEY, JAMES, RHEAD | I | MANAGING MEMBER | E | Control |
| SWEENEY, JAMES, RHEAD | I | MANAGING MEMBER | E | Control |
| SWEENEY, JAMES, RHEAD | I | MANAGING MEMBER | E | Control |
| SWEENEY, JAMES, RHEAD | I | MANAGING MEMBER | E | Control |
| SWEENEY, JAMES, RHEAD | I | MANAGING MEMBER | E | Control |
| Wilhelm, Kyle, David | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | B | Control |
| Wilhelm, Kyle, David | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (5)
AZ CA KY TX UT
Address
2901 W BLUEGRASS BLVDSUITE 200 - 26
LEHI, UT 84043
United States
Phone: 801.753.8538