SourcingSourcing

VPWM ADVISORS, LLC

B51
CRD 167886·SEC 801-99343·PLYMOUTH, MN
AUM
$326.6M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$980K
@ 30% margin
Est. Deal Value
$7.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VPWM ADVISORS, LLC
CRD
167886
SEC file #
801-99343
EIN
—
DBA names
Vantage Point Wealth Management

Economics

AUM
$326.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$238.0M → $326.6M▲ +37%
Client mix
Individuals Other891
Individuals High Net Worth328
Pension Profit Sharing Plans2
Corporations2

Operations

Employees (total)
15
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
14 advisors → 15 advisors▲ +7%
Primary office
PLYMOUTH MN
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
vpwealthmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCRAE, JOSEPH, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCRAE, JOSEPH, SCOTT
Erdmann, James, Norman
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VPWEALTHMGMT.COM
Rdap Domain Creation Date
2012-09-19T14:58:42Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
14
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-19T14:58:42Z
Rdap Domain Last Changed
2025-09-20T16:49:42Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2087535
Trust Company Affiliate
No

People (15)

15
MCRAE, JOSEPH, SCOTT
IAR · Direct Owner · 87.5%
2087535
Erdmann, James, Norman
IAR · Direct Owner · 17.5%
7133732
MICHAEL LAWRENCE SIMONICH
IAR
4440594
Ethan Francis Magnuson
IAR
7685025
Ethan Thomas Imdieke
IAR
6616124
Christopher J. Pavek
IAR
2482160
MARK RICHARD NEUBAUER
IAR
2018228
KIMBERLY JO BRALEY
IAR
7634304
TEDD MATTHEW BRADLEY
IAR
3224473
KONG MENG LEE
IAR
3264757
Samuel John Holm
IAR
5633220
BENJAMIN ALLAN HOLM
IAR
5424014
WILLIAM JOSEPH DAVIS
IAR
4669409
JON RICHARD OTTERNESS
IAR
4568390
JAMES PATRICK BORTOLUSSI
IAR
4338830