Vantage Point Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 161166
- Website
- www.vantagepointwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI58.89%
- Individuals41.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vantage Point Wealth Management, LLC operates as an independent registered investment advisor (RIA) that caters primarily to individual and family clients. The firm engages in a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. Additionally, Vantage Point Wealth Management offers educational seminars and workshops, highlighting its commitment to client education and engagement. The firm is also involved in insurance brokerage activities, which adds another layer of service to its offerings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents49%
- Other35%
- Exchange Traded Equities12%
- US Government Bonds4%
Contacts
2 of 2
Zachariah Torres
Investment Advisor RepresentativeCRD 6737645
Jesse Dean
PresidentCRD 1070113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Wealth Preservation Consultants, LLC
RIALamberson Knight Wealth Management LLC
RIATricord Wealth Advisors
RIAColumbus, OH
Invested Interests, LLC
RIAMinneapolis, MN
Million Pebbles
RIAPacific Oak Financial Planning LLC
RIAWoodland Hills, CA