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Switchpoint Financial Planning
SWITCHPOINT FINANCIAL PLANNING LLC is an SEC-registered investment adviser in LEHI, UT, registered since 2022. The firm manages $367 million in assets, $361...
Switchpoint Financial Planning
SWITCHPOINT FINANCIAL PLANNING LLC is an SEC-registered investment adviser in LEHI, UT, registered since 2022. The firm manages $367 million in assets, $361 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
Who runs investment decisions at Switchpoint Financial Planning?
No named principals or investment decision-makers have been identified in public sources for Switchpoint Financial Planning. The firm's leadership structure is not disclosed in any available regulatory or business filings.
How does Switchpoint Financial Planning source deal flow?
There is no public information on how Switchpoint Financial Planning sources investments. The firm's deal flow process is not described in any known reports or marketing materials.
Is Switchpoint Financial Planning structured as a family office or an asset manager?
The firm is registered as a limited liability company (LLC) with 'Financial Planning' in its name, suggesting it may operate as a financial planning firm or registered investment advisor rather than a classic family office. However, without detailed public records, this is an inference from the name alone.
Does Switchpoint Financial Planning participate in fund commitments or only direct deals?
No information is available on whether Switchpoint Financial Planning makes fund commitments or invests directly. The firm's investment vehicle preferences are not disclosed.
What investment stages does Switchpoint Financial Planning typically target?
Switchpoint Financial Planning's stage preferences are not documented. There is no public data on whether the firm focuses on early-stage, growth-equity, or other investment stages.
Where does the underlying wealth come from for Switchpoint Financial Planning's clients?
The source of capital or underlying wealth served by Switchpoint Financial Planning is not publicly disclosed. The firm could serve retail clients, high-net-worth individuals, or institutional investors -- no official statements clarify this.
Does Switchpoint Financial Planning have any philanthropic structures?
No philanthropic entities or charitable foundations associated with Switchpoint Financial Planning have been identified in public records. The firm does not appear to operate a parallel philanthropic vehicle.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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