This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-13-2022
- Office Locations
- 1
Office Locations
About Lifepoint Financial Design
Lifepoint Financial Design is a Salt Lake City-based advisory focused on small business owners and entrepreneurs, providing integrated financial planning, investment management, and tax-focused strategies. The firm positions itself as a personal and business “CFO,” helping owners align business and personal finances, supplement income, and design an exit strategy. Affiliated with networks including XY Planning Network and NAPFA.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 77 clients, or 77 clients per representative. That equates to $244.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Lifepoint Financial Design's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Lifepoint Financial Design record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL BARRETT METZGER
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5984328
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,801,797 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,801,797 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Lifepoint Financial Design has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.