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| Happy Holidays!! thanks for using AUM13F!! |
| Decisionpoint Financial LLC
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| CRD # | 296988 |
| SEC # | 801-113384 |
| CIK # | 0001938514 |
| AUM | $848.7 M (2025-03-29) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 480-553-6249 |
| Address | 2812 North Norwalk Mesa, AZ 85215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001938514 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Bancshares Inc | 19.7 | ||
| Microsoft Corp | 4.2 | ||
| Apple Inc | 2.2 | ||
| Marriott International Inc /MD/ | 1.3 | ||
| Republic Services Inc | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| Facebook Inc | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 325 | 89.3 |
| (b) Individuals (high net worth individuals) | 133 | 343.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.8 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 19 | 319.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 85.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,377 | 848.7 |
| By Discretionary | ||
| Discretionary | 1,377 | 848.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,377 | 848.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 848.7 | |
| Total | 1,377 | 848.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001938514] |
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|---|---|---|
|
Clearview Financial Partners LLC
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PA | 0.9 |
|
Olympus Wealth Management LLC
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|
UT | 0.9 |
|
BlueSky Wealth Advisors LLC
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NC | 0.8 |
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Hudock Inc
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Quadra Gestao de Recursos Sa
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0.8 | |
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CA | 0.8 |
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Roberts Glore & Co
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IL | 0.8 |
|
Morris & Wells Wealth Management
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VA | 0.8 |
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Lafayette Investments Inc
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MD | 0.8 |