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LIFEPOINT PLANNING

SCHAUMBURG, IL · CRD 296911 · IAPD ↗ · 844-505-3618

$168.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — LIFEPOINT PLANNING reported RAUM up 42% ($118.9M -> $168.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2025 — LIFEPOINT PLANNING notice-filed in CA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2025 — LIFEPOINT PLANNING (SCHAUMBURG, IL) is newly SEC-registered with $118.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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