# LifePoint Financial Design

LifePoint Financial Design is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://lifepointfd.com
- **LinkedIn:** https://www.linkedin.com/company/lifepoint-financial-design

## Regulatory record

- **CRD number:** 321153
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321153

## About

LIFEPOINT FINANCIAL DESIGN is a state-registered investment adviser in SALT LAKE CITY, UT. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning
- Tax Optimization
- Retirement Planning

## Questions

### What investment stages does LifePoint typically target?

LifePoint is not a venture or private equity firm. It targets liquid public-market assets, primarily fixed income and equities, via direct bonds and ETFs. The firm does not participate in private equity, venture capital, or direct real estate deals, based on its public posture as a wealth-planning RIA.

### Does LifePoint participate in fund commitments or only direct deals?

LifePoint is not a fund-of-funds and does not make external fund commitments on behalf of clients. Client portfolios are constructed using direct securities — municipal bonds, Treasuries, corporate bonds, and ETFs. The firm does not maintain a commingled investment vehicle.

### What is LifePoint's known posture on co-investments alongside external GPs?

LifePoint does not participate in co-investments with external general partners. The firm's mandate is fiduciary wealth management and planning, not alternative deal sourcing. There is no public record of LifePoint taking direct angel, venture, or private-equity co-investment positions.

### How does LifePoint source proprietary deal flow?

LifePoint does not source proprietary deal flow. The firm is a wealth-planning RIA, not an investment bank or venture firm. Portfolio construction uses liquid public securities — no direct private company access or structured deal pipeline has been disclosed.

## Related profiles

- [Ailsa Capital](https://altss.com/profile/ailsa-capital-llc)
- [Dark Horse Capital Management](https://altss.com/profile/dark-horse-capital-management-llc)

---

Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/lifepoint-financial-design

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology