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| Lifepoint Planning PLLC
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|
|---|---|
| CRD # | 296911 |
| SEC # | 801-131948 |
| CIK # | |
| AUM | $168.5 M (2026-02-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 844-505-3618 |
| Address | 1821 Walden Office Square Schaumburg, IL 60173 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 16.8 |
| (b) Individuals (high net worth individuals) | 53 | 147.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 451 | 168.5 |
| By Discretionary | ||
| Discretionary | 434 | 158.8 |
| Non-Discretionary | 17 | 9.6 |
| Total | 451 | 168.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.5 | |
| Total | 451 | 168.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cedar Spring Advisors LLC
✚
|
0.2 | |
|
Peltoma Capital Partners LLC
✚
|
0.2 | |
|
Rigden Enterprises
✚
|
CO | 0.2 |
|
Zinnia Wealth Advisory LLC
✚
|
FL | 0.2 |
|
Michael J Porro & Co Financial Advisors Inc
✚
|
NJ | 0.2 |
|
F5 Financial Planning LLC
✚
|
0.2 | |
|
TLC Group Investment Advisors LLC
✚
|
PA | 0.2 |
|
Hawkins Investment Counsel LLC
✚
|
0.2 | |
|
Dartmouth Capital Advisors Inc
✚
|
0.2 | |
|
917 Advisory Services LLC
✚
|
WA | 0.2 |