Overview
Assets Under Management: $277 million
Headquarters: PLYMOUTH, MN
High-Net-Worth Clients: 259
Average Client Assets: $682,747
Frequently Asked Questions
VANTAGE POINT WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167886), VANTAGE POINT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
VANTAGE POINT WEALTH MANAGEMENT is headquartered in PLYMOUTH, MN.
VANTAGE POINT WEALTH MANAGEMENT serves 259 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, VANTAGE POINT WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
VANTAGE POINT WEALTH MANAGEMENT manages $277 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, VANTAGE POINT WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 259
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.76
Average High-Net-Worth Client Assets: $682,747
Total Client Accounts: 1,361
Discretionary Accounts: 1,341
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 167886
Filing ID: 2026568
Last Filing Date: 2025-11-11 09:45:56
Website: 7