Switchpoint Financial Planning LLC
● SEC registered since 2022CRD 282856SEC# 801-125029Lehi, UT
Reg. AUM
$367.1M
Employees
3
Accounts
525
Location
Lehi, UT
Switchpoint Financial Planning LLC assets under management
Switchpoint Financial Planning LLC is an SEC-registered investment adviser based in Lehi, UT. The firm has been registered since 2022. It reports $367.1 million in regulatory assets under management and employs 3 people.
Switchpoint Financial Planning LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Rhead Sweeney Control | Managing Member | Over 75% | 2015 |
| Kyle David Wilhelm Control | Operations Manager/Chief Compliance Officer | 10-25% | 2022 |
Frequently asked questions
How much does Switchpoint Financial Planning LLC manage?
Switchpoint Financial Planning LLC reports $367.1 million in regulatory assets under management on its Form ADV.
How many employees does Switchpoint Financial Planning LLC have?
Switchpoint Financial Planning LLC reports 3 employees.
Where is Switchpoint Financial Planning LLC located?
Switchpoint Financial Planning LLC is based in Lehi, UT and has been SEC-registered since 2022.
Does Switchpoint Financial Planning LLC disclose fund performance?
Switchpoint Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2901 W Bluegrass Blvd, Suite 200 - 26, Lehi, UT 84048 |
| Phone | 801.753.8538 |
| Office hours | 8:30a.m.-5:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2055526 |
| Discloses disciplinary history | No |
Regulatory AUM
$367.1M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$367.1Mregulatory AUM
Discretionary $360.8MNon-discretionary $6.3M