DECISIONPOINT FINANCIAL, LLC

CRD 296988File 801-113384

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.22B

Above cohort median (national)

Discretionary AUM

$1.22B

Clients

691

1,853 accounts

Employees

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: 2812 NORTH NORWALK, SUITE 116, MESA, AZ, 85215
Phone: 480-553-6249
Website: https://www.dp457b.com

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.