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VANTAGE POINT WEALTH MANAGEMENT
VPWM ADVISORS, LLC
CRD 167886 · SEC 801-99343
505 NORTH HIGHWAY 169, SUITE 260, PLYMOUTH, MN, 55441, United States
Phone
(763) 587-7120
Fax
(763) 587-7122
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$326.6M
Discretionary AUM
$293.9M
Team
15 total employees; 15 advisory reps; 241 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 891 | $123.1M |
| High net worth individuals | 328 | $202.3M |
| Pension/profit sharing plans | 2 | $29K |
| Corporations/business entities | 2 | $1.1M |
States served
AZ, CA, CO, GA, IL, IA, MI, MN, MT, NV, NC, ND, SC, VA, WI, WY, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD