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VANTAGE POINT WEALTH MANAGEMENT
Legal name: VPWM ADVISORS, LLC
CRD 167886File 801-99343
APPROVED
Retail clients
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$326.6M
Below cohort median (national)
Discretionary AUM
$293.9M
Non-discretionary $32.7M
Clients
1,223
1,715 accounts
Employees
17
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 3, 2015
- Principal office
- 505 NORTH HIGHWAY 169, SUITE 260, PLYMOUTH, MN, 55441
- Phone
- (763) 587-7120
- Website
- HTTP://WWW.VPWEALTHMGMT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $326.6M
- Discretionary AUM
- $293.9M
- Non-discretionary AUM
- $32.7M
- Discretionary accounts
- 1,550
- Non-discretionary accounts
- 165
- Total accounts
- 1,715
- AUM per client
- $267K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $1.1M |
| High net worth individuals | 328 | $202.3M |
| Pension and profit sharing plans | 2 | $29K |
| Individuals (other than high net worth individuals) | 891 | $123.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 15 | 17 | increased by2 |
| Apr 1, 2026 | Clients | 932 | 1,223 | increased by291 |
| Apr 1, 2026 | AUM | $277,355,003 | $326,586,982 | increased by$49,231,979 |
| Apr 1, 2026 | Accounts | 1,361 | 1,715 | increased by354 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,680 | 932 | decreased by748 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $324,952,893 | $277,355,003 | decreased by$47,597,890 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,914 | 1,361 | decreased by553 |
| Jun 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | Clients | 1,868 | 1,680 | decreased by188 |
| Apr 1, 2022 | AUM | $402,083,051 | $324,952,893 | decreased by$77,130,158 |
| Apr 1, 2022 | Accounts | 1,862 | 1,914 | increased by52 |
| Feb 1, 2022 | Employees | 16 | 14 | decreased by2 |
| Sep 1, 2021 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VANTAGE POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VANTAGE POINT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.