Decisionpoint Financial, LLC
● SEC registered since 2018CRD 296988SEC# 801-113384Mesa, AZ
Reg. AUM
$1.22B
Employees
18
Accounts
1,853
Location
Mesa, AZ
Decisionpoint Financial, LLC assets under management
Decisionpoint Financial, LLC is an SEC-registered investment adviser based in Mesa, AZ. The firm has been registered since 2018. It reports $1.2 billion in regulatory assets under management and employs 18 people.
Decisionpoint Financial, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis John Harrison | Vice President | Under 5% | 2018 |
| Katherine Grace Dow Control | Member | 10-25% | 2026 |
| Matthew Judson Daley | Partner & Senior Financial Planner | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Decisionpoint Financial, LLC manage?
Decisionpoint Financial, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Decisionpoint Financial, LLC have?
Decisionpoint Financial, LLC reports 18 employees.
Where is Decisionpoint Financial, LLC located?
Decisionpoint Financial, LLC is based in Mesa, AZ and has been SEC-registered since 2018.
Does Decisionpoint Financial, LLC disclose fund performance?
Decisionpoint Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2812 North Norwalk, Suite 116, Mesa, AZ 85215 |
| Phone | 480-553-6249 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1938514 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.22B▲ 44%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.22Bregulatory AUM
Discretionary $1.22B