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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-07-2017
- Office Locations
- 1
Office Locations
About Pivot Point Wealth Planning
Pivot Point Wealth Planning is a Brandenburg, KY financial planning firm founded by CFP(R) Ryan Stith. The practice builds personalized, values-based plans to bring clarity and simplicity to clients’ financial decisions, then helps implement next steps through an online client dashboard. Portfolios emphasize asset allocation and risk management using publicly traded funds (mutual funds/ETFs) and fixed income, custodying primarily at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 84.6% is discretionary and 15.4% is non-discretionary.
The firm reports 1 advisory representatives and 90 clients, or 90 clients per representative. That equates to $335.6K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
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Owner & Executives
RYAN MATTHEW STITH
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #5532764
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,553,035 | -- |
| Non-Discretionary | $4,652,535 | -- |
| Total | $30,205,570 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pivot Point Wealth Planning has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.