VANTAGE POINT WEALTH MANAGEMENT, LLC

VANTAGE POINT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 161166). Regulatory assets under management: $8.1M.

Registration

• CRD: 161166
• Type: Registered investment adviser
• Phone: 801-692-3326
• Latest filing: 2026-07-13
• Regulatory AUM: $8.1M
• Discretionary AUM: $8.1M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 161166 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search