Viewpoint Financial Partners, Llc
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ADV data as of Apr 29, 2026
- Regulatory AUM
- $109M
- Discretionary
- $3.0M
- Clients
- 78
- Avg AUM / client
- $1.4M
- Accounts
- 238
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26 | $7.4M | 6.81% |
| High net worth individuals | 44 | $98.4M | 90.3% |
| Pension and profit sharing plans | 2 | $2.0M | 1.85% |
| Corporations and other businesses | 6 | $1.2M | 1.06% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Damien William Lanyon | Registered representative | CFP Chartered Financial Consultant | Jul 2025 (1y) | |
| Constance Letitia Maples | Registered representative | CFP Chartered Financial Consultant | Sep 2025 (1y) |
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) | 04/29/2026 | 1.01 MB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $59.3M (54% of AUM) Apr 2026
- Fidelity Brokerage Services $49.6M (46% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗