Pivot Point Wealth Planning

Overview

Pivot Point Wealth Planning is a state registered investment adviser based in Brandenburg, KY, registered since 2017. It reports $30.2M in assets under management across 251 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$30.2M

Discretionary

85%

Accounts

251

Average account

$12K

Employees

2

Advisory reps

1

Registered since

2017

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Ryan Matthew Stith Owner, Chief Compliance Officer CRD 5532764

Advisory reps 1 of 1

• Ryan Matthew Stith Investment Adviser Rep CRD 5532764

Location

Headquarters

512 Hillcrest Dr Ste D
Brandenburg, KY 40108

County

Meade

Metro area

Elizabethtown-Fort Knox, KY

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: pivotpointwealth.com

Every state, with registration dates

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