Vantage Point Wealth Management
Vantage Point Wealth Management is an SEC-registered mass-market adviser in Plymouth, MN with $326.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Vantage Point Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167886, SEC 801-99343, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $326.6M (2026-06-25)
- Firm type
- Mass-Market Adviser
- Location
- Plymouth, MN
- Employees
- 17
- Clients
- 1,223
- CRD
- 167886
- Ownership
- MCRAE, JOSEPH, SCOTT; Erdmann, James, Norman
How much AUM does Vantage Point Wealth Management have?
Vantage Point Wealth Management reported $326.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Vantage Point Wealth Management?
Disclosed owners and executives of Vantage Point Wealth Management include MCRAE, JOSEPH, SCOTT, Erdmann, James, Norman. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.