Data / Investment advisers / Minnesota / Vantage Point Wealth Management
Vantage Point Wealth Management, Plymouth, MN: $327 million AUM, SEC registered investment adviser
Vantage Point Wealth Management is an SEC registered investment adviser with its main office in Plymouth, Minnesota and reports $327 million in regulatory assets under management in its Form ADV filed June 25, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 167886
- SEC file number
- 801-99343
- SEC status
- Approved, effective June 3, 2015
- Legal name
- VPWM Advisors, LLC
- Main office
- 505 North Highway 169 Suite 260, Plymouth, MN 55441
- Phone
- (763) 587-7120
- Website
- vpwealthmgmt.com
- Regulatory AUM
- $326,586,982 in the Form ADV filed June 25, 2026
- Discretionary AUM
- $293,882,917
- Non discretionary AUM
- $32,704,065
- Accounts
- 1,715
- Employees
- 17, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 328 | $202.3 million |
| Individuals (other than high net worth individuals) | 891 | $123.1 million |
| Corporations or other businesses | 2 | $1.1 million |
| Pension and profit sharing plans | 2 | $29,113 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $326.6 million | March 9, 2026 |
| December 1, 2025 | $277.4 million | November 11, 2025 |
Other advisers in Plymouth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Berger Financial Group | Plymouth | $2.95 billion | Not listed | adviserinfo.sec.gov |
| Next Century Growth Investors LLC | Plymouth | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Rice Park Capital | Plymouth | $1.37 billion | 7 | adviserinfo.sec.gov |
| Advisory Solutions Group | Plymouth | $408.4 million | Not listed | adviserinfo.sec.gov |
| Gen Financial Management Inc. | Plymouth | $331.8 million | Not listed | adviserinfo.sec.gov |
| Echo Wealth Management, LLC | Plymouth | $288.2 million | Not listed | adviserinfo.sec.gov |
| Kure Advisory, LLC | Plymouth | $259 million | Not listed | adviserinfo.sec.gov |
| Phillip James Financial Co. | Plymouth | $222.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plymouth, MN
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Vantage Point Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.