Vantage Point Financial Llc
- Regulatory AUM
- $485M
- Discretionary
- $438M
- Clients
- 566
- Avg AUM / client
- $856K
- Accounts
- 1,683
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 413 | $147M | 30.4% |
| High net worth individuals | 153 | $337M | 69.6% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Joseph Reiland | Registered representative | CFP Chartered Financial Consultant | Dec 2019 (7y) | |
| Timothy Martin Kuntz | Registered representative | CFP | Dec 2019 (7y) | |
| Jeremy Raymond Reiland | Registered representative | Aug 2021 (5y) | ||
| Garrett R Jensen | Registered representative | Mar 2022 (4y) | ||
| Donald Darnell Robinson | Registered representative | May 2022 (4y) | ||
| John Christopher Woodrome | Registered representative | CFP | Jul 2023 (3y) | |
| Patrick J May | Registered representative | CFP | Aug 2023 (3y) | |
| Ronald C Braun | Registered representative | CFP | Aug 2024 (2y) | |
| Paul Joseph Delmotte | Registered representative | Sep 2024 (2y) | ||
| Sophia Rose Tronolone | Registered representative | Jan 2025 (2y) | ||
| Ryan Michael Decker | Registered representative | CFP | Apr 2025 (1y) | |
| Shea Brown | Registered representative | Jun 2025 (1y) | ||
| Adam Vincent Iorfida | Registered representative | Sep 2025 (1y) | ||
| Andrew David Kristofic | Registered representative | Nov 2025 (1y) | ||
| Jeffrey A. Braun | Registered representative | Dec 2025 (1y) | ||
| Cheryl A Krueger | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Reiland, Nicholas Joseph | Managing Partner And Chief Compliance Officer | Aug 2019 | A | 50% – 75% |
| Kuntz, Timothy Martin | Managing Partner | Aug 2019 | A | 50% – 75% |
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) | 05/22/2026 | 1.05 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $462M (95% of AUM) May 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: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗