LP Profile

Vantage Point Financial

Also known as vantage point financial

Wealth ManagerLisle, United StatesFounded 2019
$485M
Assets Under Management
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, managing approximately $485M in assets.

Where is Vantage Point Financial headquartered?

Vantage Point Financial is headquartered in Lisle, United States.

How much does Vantage Point Financial manage?

Vantage Point Financial manages approximately $485M in assets under management.

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.