DECISIONPOINT FINANCIAL, LLC
CRD #296988 SEC #801-113384 MESA, AZ 480-553-6249
SEC Registered
Total AUM
$848.7M
Discretionary
$848.7M
Employees
15
Clients
251
Accounts
1,377
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| HARRISON, CURTIS, JOHN | I | VICE PRESIDENT | NA | |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, SCOTT, JAMISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | E | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | D | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | D | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | D | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | D | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | D | Control |
| THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | DE | MANAGING MEMBER | D | Control |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | C | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | C | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | C | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | C | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | C | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | C | |
| DALEY, MATTHEW, JUDSON | I | PARTNER & SENIOR FINANCIAL PLANNER | B | |
| DALEY, MATTHEW, JUDSON | I | PARTNER & SENIOR FINANCIAL PLANNER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | DE | MEMBER | B | |
| DALEY, MATTHEW, JUDSON | I | PARTNER & SENIOR FINANCIAL PLANNER | A | |
| DALEY, MATTHEW, JUDSON | I | PARTNER & SENIOR FINANCIAL PLANNER | A | |
| DALEY, MATTHEW, JUDSON | I | PARTNER & SENIOR FINANCIAL PLANNER | A | |
| DALEY, MATTHEW, JUDSON | I | PARTNER & SENIOR FINANCIAL PLANNER | A | |
| DALEY, MATTHEW, JUDSON | I | PARTNER & SENIOR FINANCIAL PLANNER | A | |
| DALEY, MATTHEW, JUDSON | I | PARTNER & SENIOR FINANCIAL PLANNER | A | |
| DALEY, MATTHEW, JUDSON | I | PARTNER & SENIOR FINANCIAL PLANNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, CURTIS, JOHN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, KAILEY, ANN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, KAILEY, ANN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, KAILEY, ANN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| HARRISON, KAILEY, ANN | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SARAH | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| JOHNSON, SCOTT, JAMISON | I | THE SCOTT AND SARAH JOHNSON FAMILY TRUST, DATED JUNE 15, 2004 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
| Kailey, Harrison, Ann | I | THE CK HARRISON FAMILY TRUST, DATED DECEMBER 16, 2020 | F | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (6)
AR AZ CA TX UT WA
Address
2812 NORTH NORWALKSUITE 116
MESA, AZ 85215
United States
Phone: 480-553-6249