Vantage Point Wealth Management

$326.6MAssets under management
as of Jun 2026 · SEC Form ADV
Plymouth, MN
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Tech stack

No one at Vantage Point Wealth Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
LPL Financial
Per Form ADV · $300M held · filed Mar 2024
Axos Clearing
Per Form ADV · $19M held · filed Mar 2024