Viewpoint Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 21, 2026, reports $268M in regulatory assets under management, 1 employee, and 270 accounts.
Assets Under Management
$268M
Employees
1
Offices
--
Total Clients
125
Primary office
SEATTLE, WA
MADRONA PLAZA, 1421 34TH AVENUE, SUITE 214, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.8% of total clients.
Top client categories% of clientsClients
1
Individuals
56.8%
71
2
HNWI
43.2%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$268Mas of March 21, 2026
Discretionary83.3%
$223M
83% of total RAUM83.3%
Non-discretionary16.7%
$45M
17% of total RAUM16.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$268M
Total Accounts270
10Y AUM Change+$167M (+164.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee125:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.