Vantage Point Wealth Management

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

505 Highway 169 N Ste 260, Plymouth, Min...

Phone Number

(952) 898-1227

Revenue

<$5 Million

Industry

Finance Securities Trading

About Vantage Point Wealth Management

Vantage Point Wealth Management provides personalized financial advisory services, focusing on guiding clients through their financial journeys with a commitment to transparency and professionalism. They offer a customized wealth management program called VP360, designed to help clients navigate complex financial landscapes. The firm serves clients in the Minneapolis-Saint Paul metro area and across the U.S., accommodating both in-person and virtual meetings. Their approach emphasizes fiduciary responsibility, ensuring that the best interests of each client are prioritized.Explore more
Vantage Point Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Vantage Point Wealth Management Org Chart

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JE
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Manager, Compliance

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Compliance Operations Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vantage Point Wealth Mana...

<$5M
11-50
Private
-
2012
JE
James ErdmannManager, Compliance
$6.9M
11-50
Private
-
-
N/A
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SO
Samantha OrveloOffice Manager
<$5M
1-10
Private
-
2017
AU
Anthony UrbanExecutive Partner
Illustration of an envelope

Vantage Point Wealth Management Tech Stack

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Frequently Asked Questions Regarding Vantage Point Wealth Management

What is Vantage Point Wealth Management's official website?
Vantage Point Wealth Management's official website is www.vpwealthmgmt.com
What is Vantage Point Wealth Management's Revenue?
Vantage Point Wealth Management's revenue is <$5 Million
What is Vantage Point Wealth Management's SIC code?
Vantage Point Wealth Management's SIC: 62,628
What is Vantage Point Wealth Management's NAICS code?
Vantage Point Wealth Management's NAICS: 52,523
How many employees does Vantage Point Wealth Management have?
Vantage Point Wealth Management has 11-50 employees
What industry does Vantage Point Wealth Management belong to?
Vantage Point Wealth Management is in the industry of: Finance, Securities Trading
What is Vantage Point Wealth Management competition?
Vantage Point Wealth Management top competitors include: Mastey Financial Group, Magnolia Capital Partners, Lawrence Wealth Management, Financially Fluent
What technology does Vantage Point Wealth Management use?
Some of the popular technologies that Vantage Point Wealth Management uses are: WordPress.org, PHP, Proofpoint, GoDaddy DNS
How do I contact Vantage Point Wealth Management?
Vantage Point Wealth Management contact info: Phone number: (952) 898-1227 Website: www.vpwealthmgmt.com
What does Vantage Point Wealth Management do?

Vantage Point Wealth Management provides personalized financial advisory services, focusing on guiding clients through their financial journeys with a commitment to transparency and professionalism. They offer a customized wealth management program called VP360, designed to help clients navigate complex financial landscapes. The firm serves clients... in the Minneapolis-Saint Paul metro area and across the U.S., accommodating both in-person and virtual meetings. Their approach emphasizes fiduciary responsibility, ensuring that the best interests of each client are prioritized.Read More

What are Vantage Point Wealth Management social media links?
Vantage Point Wealth Management Twitter page Vantage Point Wealth Management Facebook page
Is Vantage Point Wealth Management a public company?
Vantage Point Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Vantage Point Wealth Management

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