← Tributary

SWITCHPOINT FINANCIAL PLANNING LLC

LEHI, UT · CRD 282856 · IAPD ↗ · 801.753.8538

$367.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — SWITCHPOINT FINANCIAL PLANNING LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — SWITCHPOINT FINANCIAL PLANNING LLC reported RAUM up 30% ($281.5M -> $367.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — SWITCHPOINT FINANCIAL PLANNING LLC reported RAUM up 45% ($156.9M -> $227.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.