# Vantage Point Wealth Management

Vantage Point Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/vpwealthmgmt

## Regulatory record

- **CRD number:** 167886
- **SEC file number:** 801-99343
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167886

## About

VANTAGE POINT WEALTH MANAGEMENT is an SEC-registered investment adviser in PLYMOUTH, MN, registered since 2015. The firm manages $327 million in assets, $294 million on a discretionary basis. It has 17 employees and 15 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## Questions

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

The firm does not publicly identify its investment decision-makers. Its website and other public channels list no named principals or team members, leaving leadership information undisclosed.

### Which sectors does Vantage Point Wealth Management explicitly avoid?

No sector avoidance has been publicly disclosed. The firm's known focuses on real estate, private credit, and hedge funds provide limited guidance on its negative screening criteria.

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Last updated: 2026-07-06T01:24:28.067Z

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