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Home > Retirement Planners > minnesota > plymouth > VPWM ADVISORS, LLC
VPWM ADVISORS, LLC
505 North Highway 169
Suite 260
Plymouth, Minnesota 55441
Tel: (763) 587-7120
About VPWM ADVISORS, LLC
VPWM ADVISORS, LLC, formally registered with the SEC as VPWM ADVISORS, LLC. The firm was established in 06/03/2015. They have over 6 offices throughout the country.
VPWM ADVISORS, LLC is a Plymouth, Minnesota based Financial Planning firm with nearly $327,754,067 assets under management, offering retirement planning & investment advisory services to 2014 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167886 |
| SEC# | 801-99343 |
| Assets Managed by Firm | $327,754,067 |
| No. of Clients | 2014 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2014 | $327,754,067 |
| Individuals (other than high net worth individuals) | 1441 | $143,726,442 |
| High net worth individuals | 298 | $182,048,874 |
| Pension and profit sharing plans | 5 | $24,606 |
| Corporations or other businesses | 5 | $1,954,145 |
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|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
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