VPWM ADVISORS, LLC
Legal name: VANTAGE POINT WEALTH MANAGEMENT
CRD #167886 SEC #801-99343 PLYMOUTH, MN (763) 587-7120
SEC Registered
Total AUM
$277.4M
Discretionary
$262.4M
Employees
15
Clients
11
Accounts
1,361
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $277.4M | $262.4M | $15M | 15 | 249 |
| Oct 2025 | $277.4M | $262.4M | $15M | 14 | 249 |
| Apr 2025 | $277.4M | $262.4M | $15M | 15 | 249 |
| Mar 2025 | $277.4M | $262.4M | $15M | 13 | 249 |
| Mar 2024 | $327.8M | $285.9M | $41.8M | 12 | 5 |
| Oct 2023 | $303.2M | $252.8M | $50.4M | 15 | 5 |
| Apr 2023 | $303.2M | $252.8M | $50.4M | 15 | 5 |
| Mar 2023 | $303.2M | $252.8M | $50.4M | 15 | 5 |
| May 2022 | $325M | $317.7M | $7.3M | 15 | 5 |
| Mar 2022 | $325M | $317.7M | $7.3M | 14 | 5 |
| Jan 2022 | $402.1M | $386.5M | $15.6M | 14 | 0 |
| Aug 2021 | $402.1M | $386.5M | $15.6M | 16 | 0 |
| May 2021 | $402.1M | $386.5M | $15.6M | 15 | 0 |
| Mar 2021 | $402.1M | $386.5M | $15.6M | 15 | 0 |
| Mar 2021 | $402.1M | $386.5M | $15.6M | 14 | 0 |
| Jun 2020 | $302.5M | $296.1M | $6.4M | 14 | 3 |
| Mar 2020 | $302.5M | $296.1M | $6.4M | 14 | 3 |
| Jan 2020 | $238M | $218M | $20M | 14 | 2 |
| Aug 2019 | $238M | $218M | $20M | 14 | 2 |
| Mar 2019 | $238M | $218M | $20M | 13 | 2 |
| Nov 2018 | $213M | $188M | $25M | 13 | 0 |
| Jul 2018 | $213M | $188M | $25M | 13 | 0 |
| Mar 2018 | $213M | $188M | $25M | 12 | 0 |
| Feb 2018 | $213M | $188M | $25M | 12 | 0 |
| Feb 2018 | $213M | $188M | $25M | 13 | 0 |
| Feb 2018 | $165M | $150M | $15M | 13 | 0 |
| Apr 2017 | $165M | $150M | $15M | 12 | 1,300 |
| Mar 2017 | $165M | $150M | $15M | 12 | 1,300 |
| Jun 2016 | $140M | $140M | $0 | 13 | 700 |
| Mar 2016 | $120M | $120M | $0 | 13 | 700 |
| Nov 2015 | $115M | $115M | $0 | 12 | 700 |
| Nov 2015 | $115M | $115M | $0 | 15 | 700 |
| Jun 2015 | $115M | $115M | $0 | 15 | 700 |
| May 2015 | $115M | $115M | $0 | 15 | 700 |
DateNov 2025
Total AUM$277.4M
Discretionary$262.4M
Non-Disc.$15M
Employees15
Clients249
DateOct 2025
Total AUM$277.4M
Discretionary$262.4M
Non-Disc.$15M
Employees14
Clients249
DateApr 2025
Total AUM$277.4M
Discretionary$262.4M
Non-Disc.$15M
Employees15
Clients249
DateMar 2025
Total AUM$277.4M
Discretionary$262.4M
Non-Disc.$15M
Employees13
Clients249
DateMar 2024
Total AUM$327.8M
Discretionary$285.9M
Non-Disc.$41.8M
Employees12
Clients5
DateOct 2023
Total AUM$303.2M
Discretionary$252.8M
Non-Disc.$50.4M
Employees15
Clients5
DateApr 2023
Total AUM$303.2M
Discretionary$252.8M
Non-Disc.$50.4M
Employees15
Clients5
DateMar 2023
Total AUM$303.2M
Discretionary$252.8M
Non-Disc.$50.4M
Employees15
Clients5
DateMay 2022
Total AUM$325M
Discretionary$317.7M
Non-Disc.$7.3M
Employees15
Clients5
DateMar 2022
Total AUM$325M
Discretionary$317.7M
Non-Disc.$7.3M
Employees14
Clients5
DateJan 2022
Total AUM$402.1M
Discretionary$386.5M
Non-Disc.$15.6M
Employees14
Clients0
DateAug 2021
Total AUM$402.1M
Discretionary$386.5M
Non-Disc.$15.6M
Employees16
Clients0
DateMay 2021
Total AUM$402.1M
Discretionary$386.5M
Non-Disc.$15.6M
Employees15
Clients0
DateMar 2021
Total AUM$402.1M
Discretionary$386.5M
Non-Disc.$15.6M
Employees15
Clients0
DateMar 2021
Total AUM$402.1M
Discretionary$386.5M
Non-Disc.$15.6M
Employees14
Clients0
DateJun 2020
Total AUM$302.5M
Discretionary$296.1M
Non-Disc.$6.4M
Employees14
Clients3
DateMar 2020
Total AUM$302.5M
Discretionary$296.1M
Non-Disc.$6.4M
Employees14
Clients3
DateJan 2020
Total AUM$238M
Discretionary$218M
Non-Disc.$20M
Employees14
Clients2
DateAug 2019
Total AUM$238M
Discretionary$218M
Non-Disc.$20M
Employees14
Clients2
DateMar 2019
Total AUM$238M
Discretionary$218M
Non-Disc.$20M
Employees13
Clients2
DateNov 2018
Total AUM$213M
Discretionary$188M
Non-Disc.$25M
Employees13
Clients0
DateJul 2018
Total AUM$213M
Discretionary$188M
Non-Disc.$25M
Employees13
Clients0
DateMar 2018
Total AUM$213M
Discretionary$188M
Non-Disc.$25M
Employees12
Clients0
DateFeb 2018
Total AUM$213M
Discretionary$188M
Non-Disc.$25M
Employees12
Clients0
DateFeb 2018
Total AUM$213M
Discretionary$188M
Non-Disc.$25M
Employees13
Clients0
DateFeb 2018
Total AUM$165M
Discretionary$150M
Non-Disc.$15M
Employees13
Clients0
DateApr 2017
Total AUM$165M
Discretionary$150M
Non-Disc.$15M
Employees12
Clients1,300
DateMar 2017
Total AUM$165M
Discretionary$150M
Non-Disc.$15M
Employees12
Clients1,300
DateJun 2016
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees13
Clients700
DateMar 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees13
Clients700
DateNov 2015
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees12
Clients700
DateNov 2015
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees15
Clients700
DateJun 2015
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees15
Clients700
DateMay 2015
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees15
Clients700