Decisionpoint Financial, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

296988

SEC number

801-113384

Firm type

RIA

Assets under management

$1.2B as of Mar 31, 2026

Website

www.dp457b.com ↗

Phone

480-553-6249

Address

2812 North Norwalk, Mesa, AZ, 85215

Advisors at this firm

13 in our index · page 1 of 1

• Brett Ernest AdamsCRD 7099864 · Mesa, AZ
  IA Registered
• Kortney Michele BamrickCRD 6942356 · Mesa, AZ
  IA RegisteredRegistration inactive
• Jessica Mckell Lyons BriggsCRD 7977613 · Mesa, AZ
  IA Registered
• Matthew ClawsonCRD 7711749 · Gig Harbor, WA
  IA Registered
• Matthew Judson DaleyCRD 6505678 · Gig Harbor, WA
  IA Registered
• Katherine Grace DowCRD 4787666 · Mesa, AZ
  IA Registered
• Curtis John HarrisonCRD 6308250 · Mesa, AZ
  IA Registered
• Scott Jamison JohnsonCRD 2366054 · Mesa, AZ
  IA Registered
• Jacob Elijah LawsCRD 7977666 · Mesa, AZ
  IA Registered
• Ryne Douglas MacphersonCRD 6509433 · Mesa, AZ
  IA RegisteredRegistration inactive
• Devin Ray MillerCRD 7438680 · Mesa, AZ
  IA Registered
• Chadd Simeon PeacheyCRD 7131539 · Mesa, AZ
  IA RegisteredRegistration inactive
• Jessica Amy WilhiteCRD 7751320 · Mesa, AZ
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.