SEC Form ADV

VANTAGE POINT WEALTH MANAGEMENT

Registered Investment AdviserMN
$326.6M
Assets Under Management
241
Total Clients
17
Employees
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Registration Details

Accession
crd-167886
Location
PLYMOUTH, MN
Filing Date
June 25, 2026
AUM
$326.6M
Total Clients
241
Institutional Clients
2
Employees
17
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

VANTAGE POINT WEALTH MANAGEMENT is a registered investment adviser headquartered in PLYMOUTH, MN, managing approximately $326.6M in assets across 241 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.