# Switchpoint Financial Planning

Switchpoint Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/switchpoint-financial-planning-llc

## Regulatory record

- **CRD number:** 282856
- **SEC file number:** 801-125029
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282856

## About

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.

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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