# Vantage Point Wealth Management, LLC

Vantage Point Wealth Management, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 161166
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/161166

## About

VANTAGE POINT WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who leads investment decisions at Vantage Point Wealth Management?

No named principals or investment committee members have been identified in public records for Vantage Point Wealth Management, LLC. The firm's internal leadership structure is not disclosed.

### Does Vantage Point Wealth Management disclose its assets under management?

No AUM figure has been publicly reported by the firm or in any known regulatory filings. The AUM remains undisclosed.

### What investment strategies does Vantage Point Wealth Management use?

No specific investment strategies have been publicly documented for this firm. Typical RIA strategies include diversified portfolios across equities, fixed income, and alternatives, but Vantage Point's approach is not publicly known.

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Last updated: 2026-06-03T20:00:00.000Z

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