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DECISIONPOINT FINANCIAL, LLC
CRD 296988File 801-113384
APPROVED
Retail clients
Custody
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.22B
Above cohort median (national)
Discretionary AUM
$1.22B
Clients
691
1,853 accounts
Employees
18
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 1, 2018
- Principal office
- 2443 N GREENFIELD RD., SUITE 217, MESA, AZ, 85215
- Phone
- 480-553-6249
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.22B
- Discretionary AUM
- $1.22B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,853
- Non-discretionary accounts
- 0
- Total accounts
- 1,853
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $788K |
| High net worth individuals | 146 | $467.6M |
| Pooled investment vehicles | 15 | $19.7M |
| Pension and profit sharing plans | 47 | $127.7M |
| State or municipal government entities | 27 | $482.0M |
| Individuals (other than high net worth individuals) | 456 | $126.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2026 | Clients | 523 | 691 | increased by168 |
| Apr 1, 2026 | AUM | $848,664,616 | $1,224,256,610 | increased by$375,591,994 |
| Apr 1, 2026 | Accounts | 1,377 | 1,853 | increased by476 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 15 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 322 | 523 | increased by201 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $495,525,785 | $848,664,616 | increased by$353,138,831 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 785 | 1,377 | increased by592 |
| Apr 1, 2022 | Clients | 302 | 322 | increased by20 |
| Apr 1, 2022 | AUM | $405,706,223 | $495,525,785 | increased by$89,819,562 |
| Apr 1, 2022 | Accounts | 665 | 785 | increased by120 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DECISIONPOINT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DECISIONPOINT FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.