SEC Form ADV

VANTAGE POINT WEALTH MANAGEMENT

Registered Investment AdviserMN
$326.6M
Assets Under Management
1,715
Total Clients
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Registration Details

Accession
CRD-167886
Location
PLYMOUTH, MN
Filing Date
March 9, 2026
AUM
$326.6M
Total Clients
1,715
Amendment
No

About this Adviser

VANTAGE POINT WEALTH MANAGEMENT is a registered investment adviser headquartered in PLYMOUTH, MN, managing approximately $326.6M in assets across 1,715 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.