RIA Intel›Advisers›Utah›VANTAGE POINT MANAGEMENT, INC.

VANTAGE POINT MANAGEMENT, INC.

Advisory

NORTH OGDEN, UT

Data as of May 6, 2026 · Source: SEC Form ADV

Average account

$375K

across 89 accounts

AUM per adviser

$11M

3 advisers

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients58

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InUT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

58 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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