Investment adviser · CRD 296988
DECISIONPOINT FINANCIAL, LLC
Investment adviser filing (IA)
MESA, AZ, United States · Form ADV filed Sep 1, 2026
- Regulatory AUM
- $1.22B Form ADV · Item 5.F
- Client accounts
- 1,853 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 27 | $481,984,851 | 39.4% |
| High-net-worth individuals | 146 | $467,565,018 | 38.2% |
| Retirement plans | 47 | $127,663,722 | 10.4% |
| Individuals | 456 | $126,566,657 | 10.3% |
| Pooled investment vehicles | 15 | $19,688,115 | 1.6% |
| Charities | Fewer than 5 | $788,247 | 0.1% |
Filing source
Form ADV 2130312 · Sep 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
2443 N GREENFIELD RD., SUITE 217MESA, AZ, 85215, United States
CRD 296988
Filing source
Form ADV 2130312 · Sep 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.