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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lifepoint Planning PLLC
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|---|---|
| CRD # | 296911 |
| SEC # | 801-131948 |
| CIK # | |
| AUM | $118.9 M (2025-02-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 844-505-3618 |
| Address | 1821 Walden Office Square Schaumburg, IL 60173 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 18.0 |
| (b) Individuals (high net worth individuals) | 41 | 97.2 |
| (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 | 0 | 1.9 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 357 | 118.9 |
| By Discretionary | ||
| Discretionary | 345 | 114.1 |
| Non-Discretionary | 12 | 4.8 |
| Total | 357 | 118.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.9 | |
| Total | 357 | 118.9 |
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|---|---|---|
|
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NY | 0.1 |
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UT | 0.1 |
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CA | 0.1 |
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Private Financial Management LLC
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0.1 | |
|
Knox Avenue Financial Corp
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MN | 0.1 |
|
Tricapital Wealth Management Inc
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NC | 0.1 |
|
RIA Wealth Advisors LLC
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TX | 0.1 |
|
FC Wealth Inc
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WA | 0.1 |
|
Shadowridge Asset Management LLC
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TX | 0.1 |