# Vantage Point Wealth Management, LLC

> Vantage Point Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 161166
- Filed as: VANTAGE POINT WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/161166
- AdvisorCensus page: https://advisorcensus.com/firm/vantage-point-wealth-management-llc-161166

## Quick answers

**How is Vantage Point Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vantage Point Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Vantage Point Wealth Management, LLC registered with the SEC or a state?**
Vantage Point Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 161166.

**How much does Vantage Point Wealth Management, LLC manage?**
Vantage Point Wealth Management, LLC reports $8,111,636 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**What types of clients does Vantage Point Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (5).

**Does Vantage Point Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/161166

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $8,111,636
- Discretionary: $8,111,636
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $5,055,916 |
| High net worth individuals | 5 | $3,055,720 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vantagepointwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vantage Point Wealth Management, LLC (CRD 161166): Form ADV filing data as of October 2026.