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VIEWPOINT ADVISORY, LLC

CRD 305164 · SEC 801-117378

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$103.3M

Discretionary AUM

$103.3M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals21$12.5M
High net worth individuals37$90.9M

All web addresses on file

Official SEC filing: View on IAPD