Vpwm Advisors, LLC
● SEC registered since 2015CRD 167886SEC# 801-99343Plymouth, MN
Reg. AUM
$326.6M
Employees
17
Accounts
1,715
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 $326.6 million in regulatory assets under management and employs 17 people.
Vpwm Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Norman Erdmann | Compliance Manager | 10-25% | 2022 |
| Joseph Scott McRae Control | Managing Member & Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Vpwm Advisors, LLC manage?
Vpwm Advisors, LLC reports $326.6 million in regulatory assets under management on its Form ADV.
How many employees does Vpwm Advisors, LLC have?
Vpwm Advisors, LLC reports 17 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
| Address | 505 North Highway 169, Suite 260, Plymouth, MN 55441 |
| Phone | (763) 587-7120 |
| Fax | (763) 587-7122 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$326.6M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$326.6Mregulatory AUM
Discretionary $293.9MNon-discretionary $32.7M