Decisionpoint Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mesa, AZ. Its latest Form ADV filing, dated March 31, 2026, reports $1.2B in regulatory assets under management, 18 employees, 2 offices, and 1,853 accounts.
Assets Under Management
$1.2B
Employees
18
Offices
2 offices
Total Clients
691
Primary office
MESA, AZ
2812 NORTH NORWALK, SUITE 116, MESA, AZ, United States
Top client segmentIndividuals represent 66.0% of total clients.
Top client categories% of clientsClients
1
Individuals
66.0%
456
2
HNWI
21.1%
146
3
Pension Plans
6.8%
47
4
Government
3.9%
27
5
Pooled Investment Vehicles
2.2%
15
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 31, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts1,853
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee38:1
10Y Employee Change+15 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.