CRD: 161166
Vantage Point Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-08-2012
- Office Locations
- 1
Office Locations
About Vantage Point Wealth Management, LLC
Vantage Point Wealth Management, LLC is an independent RIA providing wealth management, integrated financial planning, and risk/insurance strategies for families, high-net-worth professionals, and small businesses. Portfolios are built around goal-based, tax-efficient planning with quantified risk profiling, ongoing monitoring/rebalancing, and annual updates. The firm uses a hybrid fee/commission model with a preference for commission-free solutions and full disclosure when commissions apply, and supports clients across states via a client portal with secure document vault.
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CRM
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Investment Themes
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Owner & Executives
JESSE JOSEPH DEAN SR
President
- CRD
- #1070113
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,111,636 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,111,636 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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