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| VPWM Advisors LLC
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|
|---|---|
| CRD # | 167886 |
| SEC # | 801-99343 |
| CIK # | |
| AUM | $326.6 M (2026-06-25) |
| Employees | 17 (82% Investors, 88% Brokers) |
| Phone | 763-587-7120 |
| Address | 505 North Highway 169 Plymouth, MN 55441 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 891 | 123.1 |
| (b) Individuals (high net worth individuals) | 328 | 202.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,715 | 326.6 |
| By Discretionary | ||
| Discretionary | 1,550 | 293.9 |
| Non-Discretionary | 165 | 32.7 |
| Total | 1,715 | 326.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.6 | |
| Total | 1,715 | 326.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GEN Financial Management Inc
✚
|
MN | 0.3 |
|
Vigilare Wealth Management LLC
✚
|
AZ | 0.3 |
|
Fluent Financial LLC
✚
|
TX | 0.3 |
|
BETO Financial Group LLC
✚
|
ID | 0.3 |
|
Weitzel Financial Services Inc
✚
|
IA | 0.3 |
|
Cimarron Wealth Management Inc
✚
|
CO | 0.3 |
|
Lifeplan Investment Advisors Inc
✚
|
NC | 0.3 |
|
Patron Partners LLC
✚
|
TX | 0.3 |
|
Envision Financial Transparency LLC
✚
|
0.3 | |
|
Stewardship Advisory Group LLC
✚
|
FL | 0.3 |