Vantage Point Wealth Management

RIASEC RegisteredEst. 2015

Total AUM

$327M

Discretionary

$294M

90% of AUM

Avg account

$190K

Accounts

1,715

Employees

Advisory reps

Firm details

Headquarters: Plymouth, Minnesota
CRD number: 167886
Registered since: June 3, 2015
Website: www.vpwealthmgmt.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.94%
Individuals37.7%
Corporations / Businesses0.35%
Pension & Profit Sharing Plans0.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vantage Point Wealth Management is an independent, SEC-registered RIA organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator, using fee models that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory services named in filings are financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. The firm does not self-identify as an active ESG investor and lists an industry affiliation with an insurance company.