VPWM ADVISORS, LLC

VPWM ADVISORS, LLC of PLYMOUTH, MN is an SEC-registered investment adviser (CRD 167886). Regulatory assets under management: $326.6M.

Registration

• CRD: 167886
• SEC file number: 801-99343
• Type: Registered investment adviser
• Location: 505 NORTH HIGHWAY 169, SUITE 260, PLYMOUTH, MN, 55441
• Phone: (763) 587-7120
• Latest filing: 2026-06-25
• Regulatory AUM: $326.6M
• Discretionary AUM: $293.9M
• Non-discretionary AUM: $32.7M
• Clients: 17
• Accounts: 1,715

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167886 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search