VANTAGE POINT WEALTH MANAGEMENT

Legal name: VPWM ADVISORS, LLC

CRD 167886File 801-99343

APPROVED

Retail clients

Filing as of Jun 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$326.6M

Below cohort median (national)

Discretionary AUM

$293.9M

Non-discretionary $32.7M

Clients

1,223

1,715 accounts

Employees

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: HTTPS://WWW.LINKEDIN.COM/IN/VPWEALTHMGMT/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.