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- Custodian
- Ascensus · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL BARRETT METZGER
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5984328
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,801,797 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,801,797 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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