Vantage Point Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth, MN. Its latest Form ADV filing, dated March 9, 2026, reports $327M in regulatory assets under management, 15 employees, 7 offices, and 1,715 accounts.
Assets Under Management
$327M
Employees
15
Offices
7 offices
Total Clients
1,223
Primary office
PLYMOUTH, MN
505 NORTH HIGHWAY 169, SUITE 260, PLYMOUTH, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
891
2
HNWI
26.8%
328
3
Pension Plans
0.2%
2
4
Corporations
0.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$327Mas of March 9, 2026
Discretionary90.0%
$294M
90% of total RAUM90.0%
Non-discretionary10.0%
$33M
10% of total RAUM10.0%
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$327M
Total Accounts1,715
10Y AUM Change+$162M (+97.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee82:1
10Y Employee Change+3 (+25.0%)
* 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.