LP Profile

Vantage Point Financial

Also known as vantage point financial

Wealth ManagerLisle, United StatesFounded 2019
Lisle
Headquarters
Investment Focus

About Vantage Point Financial

Vantage Point Financial is a wealth manager based in Lisle, US. Founded in 2019.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Vantage Point Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$484.6M
Total Clients
1,683
Filing Date
May 22, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Vantage Point Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Vantage Point Financial?

Vantage Point Financial is a wealth manager based in Lisle, United States.

Where is Vantage Point Financial headquartered?

Vantage Point Financial is headquartered in Lisle, United States.

When was Vantage Point Financial founded?

Vantage Point Financial was founded in 2019.

How can I contact Vantage Point Financial?

Verified contact details, key decision-makers, and investment preferences for Vantage Point Financial are available on LPbacked. Create a free account to access them.