This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$268MItem 5.F on the latest filing (2026-03-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$223M

Private client RAUM

$268MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$268Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

270

Individual clients

71

High net worth clients

54

SEC number

801-117685

CIK

1906223

CRD

158899

Filings on the tape

16

First filed

Oct 25, 2019

Latest filed

Mar 21, 2026

Organised

Limited Liability Company, WA

Website

viewpointcapitalllc.com

• Occurred

  Oct 25, 2019
  First Form ADV filing

  Viewpoint Capital Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:03dddbd2-a28f-ae4f-7acd-44a2a5aa874f

First observed

Oct 25, 2019

Last observed

Mar 21, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.