VPWM ADVISORS, LLC
Doing business as VANTAGE POINT WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$326,586,982
Discretionary
$293,882,917
Non-discretionary
$32,704,065
Firm details
- CRD number
- 167886
- SEC file number
- 801-99343
- Main office
- PLYMOUTH, MN, United States
- Employees
- 17
- SEC status
- Approved
- Website
- HTTP://WWW.VPWEALTHMGMT.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.