# Deseret Point Partners LLC

> Deseret Point Partners LLC is a state-registered investment advisory firm in Salt Lake City, UT, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 340268
- Filed as: DESERET POINT PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340268
- AdvisorCensus page: https://advisorcensus.com/firm/deseret-point-partners-llc-salt-lake-city-ut-340268

## Quick answers

**How is Deseret Point Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Deseret Point Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Deseret Point Partners LLC located?**
Deseret Point Partners LLC's principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Deseret Point Partners LLC registered with the SEC or a state?**
Deseret Point Partners LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340268.

**How much does Deseret Point Partners LLC manage?**
Deseret Point Partners LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 11, 2026.

**Does Deseret Point Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340268

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- deseretpoint.com
- LinkedIn @deseret-point-partners-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Deseret Point Partners LLC (CRD 340268): Form ADV filing data as of October 2026.