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Managing Member & Chief Compliance Officer · Vantage Point Wealth Management

Joseph S. McRae

CRD 2087535 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Vantage Point Wealth Management, an SEC-registered wealth manager based in Plymouth, MN with $327 million in regulatory assets, lists Joseph S. McRae on its Form ADV as Managing Member & Chief Compliance Officer, a control person. The SEC filings also name Joseph at 1 other registered adviser.

Firms and roles

AtlasMembers

Joseph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.