Vinepath Wealth LLC
Firm details
- Headquarters
- Lakeville, Minnesota
- CRD number
- 336860
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals74.66%
- HNWI25.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vinepath Wealth LLC is an independent, Minnesota-based registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include both a percentage-of-assets model and fixed-fee engagements. The firm lists an insurance company among its industry affiliations and does not identify as an active ESG investor or a multi-state adviser.
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
- Public Funds/Mutual Funds50%
- Other24%
- Exchange Traded Equities21%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakeville, MN
Dakota
Location
Lakeville, MN
Headquartered in Lakeville, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Dakota
- Address
- 10645 165th St W
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Lebens Advisory Group LLC
RIALakeville, MN
48 Peaks Wealth Advisors LLC
RIAMinnetonka, MN
Thoughtful Financial Planning, LLC
RIAMinneapolis, MN
Holleyjo Wealth Advisors
RIAEdina, MN
Wayzata Investment Partners LLC
RIAWayzata, MN
Strategic Financial Planning, Inc.
RIAMinnetonka, MN