RIA Intel›Advisers›Utah›VANTAGE POINT WEALTH MANAGEMENT, LLC

VANTAGE POINT WEALTH MANAGEMENT, LLC

Advisory

UT

Data as of Jul 13, 2026 · Source: SEC Form ADV

Average account

$386K

across 21 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, UT

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

21 clients

5 high-net-worth

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

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Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

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CENTURY FUNDS MANAGEMENT INC

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MERIDIAN ASSET MANAGEMENT LLC

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