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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MCRAE, JOSEPH, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| Erdmann, James, Norman | I | COMPLIANCE MANAGER | B | |
| Erdmann, James, Norman | I | COMPLIANCE MANAGER | B | |
| Erdmann, James, Norman | I | COMPLIANCE MANAGER | B | |
| Erdmann, James, Norman | I | COMPLIANCE MANAGER | B | |
| Erdmann, James, Norman | I | COMPLIANCE MANAGER | B | |
| Erdmann, James, Norman | I | COMPLIANCE MANAGER | A | |
| Erdmann, James, Norman | I | COMPLIANCE MANAGER | A | |
| Erdmann, James, Norman | I | COMPLIANCE MANAGER | A | |
| Erdmann, James, Norman | I | COMPLIANCE MANAGER | A | |
| Erdmann, James, Norman | I | COMPLIANCE MANAGER | A |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (24)
AZ CA CO FL GA IA IL MI MN MT NC ND NE NH NV OH OK SC SD TX UT VA WA WI
Address
505 NORTH HIGHWAY 169SUITE 260
PLYMOUTH, MN 55441
United States
Phone: (763) 587-7120