# Pivot Point Wealth Planning

Pivot Point Wealth Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** pivotpointwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/ryan-stith

## Regulatory record

- **CRD number:** 287623
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287623

## About

PIVOT POINT WEALTH PLANNING is a state-registered investment adviser in BRANDENBURG, KY. The firm manages $30 million in assets, $26 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Which sectors does Pivot Point explicitly avoid?

Based on the firm's conservative mandate, it avoids venture capital, cryptocurrencies, and high-turnover trading. The focus is on long-duration, tax-efficient assets like public equities, fixed income, and real estate in stable jurisdictions.

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Last updated: 2026-07-06T01:24:23.363Z

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