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Vpwm Advisors, LLC

● SEC registered since 2015CRD 167886SEC# 801-99343Plymouth, MN
Export (members)
Reg. AUM
$277.4M
Employees
15
Accounts
1,361
Location
Plymouth, MN

Vpwm Advisors, LLC assets under management

Vpwm Advisors, LLC operates as an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2015. It reports $277.4 million in regulatory assets under management and employs 15 people.
www.vpwealthmgmt.comView on SEC.gov ↗

Vpwm Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Norman ErdmannCompliance Manager10-25%2022
Joseph Scott McRae ControlManaging Member & Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Vpwm Advisors, LLC manage?

Vpwm Advisors, LLC reports $277.4 million in regulatory assets under management on its Form ADV.

How many employees does Vpwm Advisors, LLC have?

Vpwm Advisors, LLC reports 15 employees.

Where is Vpwm Advisors, LLC located?

Vpwm Advisors, LLC is based in Plymouth, MN and has been SEC-registered since 2015.

Does Vpwm Advisors, LLC disclose fund performance?

Vpwm Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address505 North Highway 169, Suite 260, Plymouth, MN 55441
Phone(763) 587-7120
Fax(763) 587-7122
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$262.4M
Non-discretionary$15M
Total (RAUM)$277.4M