Vpwm Advisors, Llc
- Regulatory AUM
- $327M
- Discretionary
- $294M
- Clients
- 1,223
- Avg AUM / client
- $267K
- Accounts
- 1,715
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 891 | $123M | 37.7% |
| High net worth individuals | 328 | $202M | 61.9% |
| Pension and profit sharing plans | 2 | $29.1K | 0.01% |
| Corporations and other businesses | 2 | $1.1M | 0.35% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Scott Mcrae | Managing Member & Chief Compliance Officer | Sep 2013 (13y) | 75% or more | |
| James Norman Erdmann | Compliance Manager | Jul 2021 (5y) | 10% – 25% | |
| Michael Lawrence Simonich | Registered representative | Jan 2014 (13y) | ||
| Benjamin Allan Holm | Registered representative | CFP | Jan 2014 (13y) | |
| Kong Meng Lee | Registered representative | Jan 2014 (13y) | ||
| Tedd Matthew Bradley | Registered representative | Mar 2014 (12y) | ||
| James Patrick Bortolussi | Registered representative | CFP | Apr 2014 (12y) | |
| Jon Richard Otterness | Registered representative | Feb 2018 (9y) | ||
| Christopher J. Pavek | Registered representative | Aug 2019 (7y) | ||
| Ethan Thomas Imdieke | Registered representative | Apr 2022 (4y) | ||
| Ethan Francis Magnuson | Registered representative | Dec 2023 (3y) | ||
| William Joseph Davis | Registered representative | Apr 2025 (1y) | ||
| Samuel John Holm | Registered representative | Nov 2025 (1y) | ||
| Kimberly Jo Braley | Registered representative | Jan 2026 (1y) | ||
| Jill Elizabeth Smith | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 998 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $313M (96% of AUM) Jun 2026
- Axos Clearing $19.0M (6% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗