RIA Intel›Advisers›Arizona›DECISIONPOINT FINANCIAL, LLC

DECISIONPOINT FINANCIAL, LLC

Advisory

N·MESA, AZ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$1.2B
1-Year AUM Growth
+23.1%
3-Year CAGR
+19.4%
Employees
14
Assets Under Management
Total AUM$1.2B
Discretionary AUM$1.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients523
Team
Total Employees14
Investment Advisers18
Employee Growth (1Y)+100.0%
Filing History
Total Filings on Record22
First FilingMay 4, 2018
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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