Deseret Point Partners LLC

Overview

Deseret Point Partners LLC is organized as a limited liability company with an individually held ownership structure. Publicly available registry fields mark the adviser as "unclassified" and do not list an SEC registration year. The firm is not identified as a multi-state adviser and is not flagged as newly formed. It is also not designated as a capital allocator or a related adviser. The firm's advisory services, as recorded in filings, center on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside fixed fees and performance-based fees, indicating flexibility in how it charges clients. FINTRX data also notes that the firm is not an active ESG investor. Information about the firm's client base and broader business activities is limited in the source data, so the precise types of client segments served beyond the stated advisory categories are not specified.

Assets & Accounts