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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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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| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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