LIFEPOINT PLANNING, PLLC
Legal name: LIFEPOINT PLANNING
CRD #296911 SEC #801-131948 SCHAUMBURG, IL 844-505-3618
SEC Registered
Total AUM
$118.9M
Discretionary
$114.1M
Employees
3
Clients
51
Accounts
357
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $118.9M | $114.1M | $4.8M | 3 | 0 |
| Sep 2025 | $118.9M | $114.1M | $4.8M | 3 | 0 |
| Sep 2025 | $118.9M | $114.1M | $4.8M | 4 | 0 |
| Feb 2025 | $118.9M | $114.1M | $4.8M | 3 | 0 |
| Jan 2025 | $105M | $105M | $0 | 2 | 0 |
| Jan 2025 | $105M | $105M | $0 | 2 | 0 |
DateNov 2025
Total AUM$118.9M
Discretionary$114.1M
Non-Disc.$4.8M
Employees3
Clients0
DateSep 2025
Total AUM$118.9M
Discretionary$114.1M
Non-Disc.$4.8M
Employees3
Clients0
DateSep 2025
Total AUM$118.9M
Discretionary$114.1M
Non-Disc.$4.8M
Employees4
Clients0
DateFeb 2025
Total AUM$118.9M
Discretionary$114.1M
Non-Disc.$4.8M
Employees3
Clients0
DateJan 2025
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees2
Clients0