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Kyle David Wilhelm

SWITCHPOINT FINANCIAL PLANNING LLC·LEHI, Utah
Clean recordSWITCHPOINT FINANCIAL PLANNING LLC
2901 W BLUEGRASS BLVD, LEHI, UT 84043CRD# 6066686Firm CRD# 282856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle David Wilhelm · LEHI, UT
Registration
CRD #6066686 · SWITCHPOINT FINANCIAL PLANNING LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kyle David Wilhelm is a registered financial advisor based in LEHI, Utah, affiliated with SWITCHPOINT FINANCIAL PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SWITCHPOINT FINANCIAL PLANNING LLC
SWITCHPOINT FINANCIAL PLANNING LLC
AUM
$227M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SWITCHPOINT FINANCIAL PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6066686
Firm CRD# 282856
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kyle David Wilhelm offer?
Kyle David Wilhelm specializes in Financial Planning, Investment Management. Contact their office in LEHI, Utah for a consultation.
What are Kyle David Wilhelm's credentials?
Kyle David Wilhelm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle David Wilhelm located?
Kyle David Wilhelm is based in LEHI, Utah, working with SWITCHPOINT FINANCIAL PLANNING LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does Kyle David Wilhelm charge for services?
Kyle David Wilhelm's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWITCHPOINT FINANCIAL PLANNING LLC?
SWITCHPOINT FINANCIAL PLANNING LLC has approximately 4 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SWITCHPOINT FINANCIAL PLANNING LLC

James Rhead Sweeney
LEHI, UT

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