Lifepoint Planning, PLLC
● SEC registered since 2025CRD 296911SEC# 801-131948Schaumburg, IL
Reg. AUM
$168.5M
Employees
3
Accounts
451
Location
Schaumburg, IL
Lifepoint Planning, PLLC assets under management
Lifepoint Planning, PLLC is a registered investment adviser overseen by the SEC based in Schaumburg, IL. The firm has been registered since 2025. It reports $168.5 million in regulatory assets under management and employs 3 people.
Lifepoint Planning, PLLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Allen Oosterhart Control | Founder, Cco | Over 75% | 2018 |
Frequently asked questions
How much does Lifepoint Planning, PLLC manage?
Lifepoint Planning, PLLC reports $168.5 million in regulatory assets under management on its Form ADV.
How many employees does Lifepoint Planning, PLLC have?
Lifepoint Planning, PLLC reports 3 employees.
Where is Lifepoint Planning, PLLC located?
Lifepoint Planning, PLLC is based in Schaumburg, IL and has been SEC-registered since 2025.
Does Lifepoint Planning, PLLC disclose fund performance?
Lifepoint Planning, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1821 Walden Office Square, Suite 400, Schaumburg, IL 60173 |
| Phone | 844-505-3618 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.5M▲ 60%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$168.5Mregulatory AUM
Discretionary $158.8MNon-discretionary $9.6M