Universe · entity

SWITCHPOINT FINANCIAL PLANNING LLC

RIA / family office (Form ADV) · CRD 282856
Form ADV profile

AUM: $367M

Location: LEHI, UT

Disclosure:

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.