Vantage Point Wealth Management, LLC

Vantage Point Wealth Management, LLC (CRD# 161166) is a financial advisory firm headquartered in , . They manage $6,524,773 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.vantagepointwealth.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $383,810
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, UT

Financial Advisors at Vantage Point Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jesse Dean, financial advisor Saratoga Springs UT
Jesse J. Dean
CRD#: 1070113
Saratoga Springs, UT

Jesse Dean (CRD# 1070113) is an Investment Advisor Representative working at Vantage Point Wealth Management, LLC in Saratoga Springs, UT and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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