|
⚲
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| VPWM Advisors LLC
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| |
|---|---|
| CRD # | 167886 |
| SEC # | 801-99343 |
| CIK # | |
| AUM | $327.8 MM (2024-03-21) |
| Employees | 12 (92% Investors, 92% Brokers) |
| Phone | 763-587-7120 |
| Address | 505 North Highway 169 Plymouth, MN 55441 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,441 | 143.7 |
| (b) Individuals (high net worth individuals) | 298 | 182.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,014 | 327.8 |
| By Discretionary | ||
| Discretionary | 1,432 | 285.9 |
| Non-Discretionary | 582 | 41.8 |
| Total | 2,014 | 327.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.8 | |
| Total | 2,014 | 327.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Proctor Financial Inc
✚
|
MA | 0.3 |
|
Fortis Capital Advisors LLC
✚
|
KS | 0.3 |
|
Baron Financial Group LLC
✚
|
NJ | 0.3 |
|
Grove Street Fiduciary LLC
✚
|
NH | 0.3 |
|
Gray Wealth Management Inc
✚
|
ME | 0.3 |
|
Hobart Private Capital LLC
✚
|
NC | 0.3 |
|
Edgerock Capital LLC
✚
|
CO | 0.3 |
|
Yeomans Consulting Group Inc
✚
|
GA | 0.3 |
|
Arbor Capital Management Inc
✚
|
AK | 0.3 |
|
Dickmeyer Boyce Financial Management Inc
✚
|
IN | 0.3 |