Vantage Point Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

167886

SEC number

801-99343

Firm type

RIA

Assets under management

$326.6M as of Jun 25, 2026

Website

www.vpwealthmgmt.com ↗

Phone

(763) 587-7120

Address

505 North Highway 169, Plymouth, MN, 55441

Advisors at this firm

13 in our index · page 1 of 1

• James Patrick BortolussiCRD 4338830 · Fort Worth, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Tedd Matthew BradleyCRD 3224473 · Edina, MN
  IA RegisteredBroker
• Kimberly Jo BraleyCRD 7634304 · Plymouth, MN
  IA RegisteredBroker
• William Joseph DavisCRD 4669409 · Bismarck, ND
  IA RegisteredBroker
  Disclosure event(s) on record
• James Norman ErdmannCRD 7133732 · Plymouth, MN
  IA RegisteredBroker
• Benjamin Allan HolmCRD 5424014 · Plymouth, MN
  IA RegisteredBroker
• Samuel John HolmCRD 5633220 · Cody, WY
  IA RegisteredBroker
• Ethan Thomas ImdiekeCRD 6616124 · Plymouth, MN
  IA RegisteredBroker
• Joseph Scott McraeCRD 2087535 · Plymouth, MN
  IA RegisteredBroker
• Ethan Francis MagnusonCRD 7685025 · Plymouth, MN
  IA RegisteredBroker
• Christopher J. PavekCRD 2482160 · Edina, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Lawrence SimonichCRD 4440594 · Moorhead, MN
  IA RegisteredBroker
• Jill Elizabeth SmithCRD 6283756 · Plymouth, MN
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.