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VPWM ADVISORS, LLC, CRD 167886
PLYMOUTH, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| M•••••• L••••••• S••••••• | n/a | MOORHEAD, MN | PLYMOUTH, MN | 12 | 24 | 2 | yes |
| J••••• S•••• M•••• | n/a | PLYMOUTH, MN | 12 | 36 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| M••••• J•••••• S•••• | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 09/2013 | May 26, 2015 | Mar 21, 2024 |
| E••••••• J••••• N••••• | COMPLIANCE MANAGER | B | no | 01/2022 | May 20, 2022 | Mar 21, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Plymouth | Mn | United States | 7 | yes |
| Edina | Mn | United States | 3 | yes |
| EDEN PRAIRIE | Mn | United States | 1 | yes |
| n/a | n/a | n/a | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 1 | 2 | 6.7% | 0 | 0 | 0 | 4 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $327M | $277M | 17.8% | $303M | 2.5% | 17 | 15 | 7 | 7 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••• I••••••••• A••••••• L•• | 2 | Mar 20, 2024 | Mar 6, 2024 | PLYMOUTH, MN | Team lift out | RIA to ibd | 14.3% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| W•••• F•••• A••••••• | 2 | Apr 23, 2025 | Jan 8, 2026 | WEST F••••, ND | Team lift out | Wirehouse to RIA | 0.1% |
| L•• F•••••••• L•• | 3 | Oct 28, 2015 | Jan 29, 2014 |
| yes |
| K••• M••• L•• | n/a | PLYMOUTH, MN | 12 | 21 | 1 | yes |
| B••••••• A•••• H••• | Certified Financial Planner | PLYMOUTH, MN | 12 | 18 | n/a | yes |
| T••• M•••••• B•••••• | n/a | PLYMOUTH, MN | Edina, MN | 12 | 27 | n/a | yes |
| J•••• P•••••• B••••••••• | Certified Financial Planner | Fort Worth, TX | PLYMOUTH, MN | 12 | 25 | 1 | yes |
| J•• R•••••• O•••••••• | n/a | PLYMOUTH, MN | MAYER, MN | 8 | 23 | 1 | yes |
| C••••••••• J• P•••• | n/a | Edina, MN | PLYMOUTH, MN | 7 | 32 | 1 | yes |
| J•••• N••••• E•••••• | n/a | PLYMOUTH, MN | 5 | 10 | n/a | yes |
| E•••• T••••• I•••••• | n/a | PLYMOUTH, MN | 4 | 11 | n/a | yes |
| E•••• F•••••• M••••••• | n/a | PLYMOUTH, MN | 2 | 10 | n/a | yes |
| W•••••• J••••• D•••• | n/a | PLYMOUTH, MN | BISMARCK, ND | 1 | 35 | 3 | yes |
| S••••• J••• H••• | n/a | Cody, WY | PLYMOUTH, MN | 0 | 11 | 1 | yes |
| K••••••• J• B••••• | n/a | PLYMOUTH, MN | 0 | 10 | 1 | yes |
| J••• E•••••••• S•••• | Certified Financial Planner | PLYMOUTH, MN | 0 | 12 | 2 | yes |
| $327M |
| $294M |
| 15 |
| 15 |
| 7 |
| n/a |
| n/a |
| 2024 | Apr 22, 2025 | $277M | $262M | 15 | 15 | 7 | n/a | n/a |
| 2023 | Mar 21, 2024 | $328M | $286M | 12 | 11 | 5 | n/a | n/a |
| 2022 | Mar 23, 2023 | $303M | $253M | 15 | 14 | 6 | n/a | n/a |
| 2021 | Mar 17, 2022 | $325M | $318M | 14 | 14 | 6 | n/a | n/a |
| 2020 | Mar 22, 2021 | $402M | $387M | 14 | 14 | 7 | n/a | n/a |
| 2019 | Mar 16, 2020 | $302M | $296M | 14 | 14 | 7 | n/a | n/a |
| 2018 | Mar 28, 2019 | $238M | $218M | 13 | 13 | 7 | n/a | n/a |
| 2017 | Feb 20, 2018 | $213M | $188M | 13 | 13 | 7 | n/a | n/a |
| 2016 | Mar 29, 2017 | $165M | $150M | 12 | 12 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $120M | $120M | 13 | 13 | n/a | n/a | n/a |
| PLYMOUTH, MN |
| Team lift out |
| Other |
| 0.0% |