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VIEWPOINT CAPITAL MANAGEMENT

VIEWPOINT CAPITAL MANAGEMENT, LLC

CRD 158899 · SEC 801-117685

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MADRONA PLAZA, 1421 34TH AVENUE, SUITE 214, SEATTLE, WA, 98122, United States

Phone

206-219-1410

Fax

206-219-1455

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$267.8M

Discretionary AUM

$223.0M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-21

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals71$14.6M
High net worth individuals54$253.2M

States served

ID, WA

All web addresses on file

Official SEC filing: View on IAPD