← Tributary

VIEWPOINT CAPITAL MANAGEMENT

SEATTLE, WA · CRD 158899 · IAPD ↗ · viewpointcapitalllc.com · 206-219-1410

$267.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — VIEWPOINT CAPITAL MANAGEMENT reported RAUM up 28% ($177.6M -> $228.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — VIEWPOINT CAPITAL MANAGEMENT reported RAUM up 31% ($135.7M -> $177.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.