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VANTAGE POINT WEALTH MANAGEMENT

PLYMOUTH, MN · CRD 167886 · IAPD ↗ · vpwealthmgmt.com · (763) 587-7120

$326.6MRegulatory AUM
14Advisory reps
17Employees
241Clients
1-10Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — VANTAGE POINT WEALTH MANAGEMENT notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — VANTAGE POINT WEALTH MANAGEMENT notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2025 — VANTAGE POINT WEALTH MANAGEMENT notice-filed in NV, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2025 — VANTAGE POINT WEALTH MANAGEMENT added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — VANTAGE POINT WEALTH MANAGEMENT added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — VPWM ADVISORS, LLC is now doing business as VANTAGE POINT WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
April 2024 — VPWM ADVISORS, LLC shrank from 14 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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