James Patrick Bortolussi
Investment adviser representative at Vantage Point Wealth Management
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$326.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Bortolussi Wealth Management, L.L.C.May 2014 to now
- Vantage Point Wealth ManagementApr 2014 to now
- LPL Financial, LLCApr 2014 to now
- Vpwm Advisors LLC dba Vantage Point Wealth ManagementApr 2014 to now
- James Patrick Bortolussi, Sole ProprietorMar 2009 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Vantage Point Wealth Management
Legal name: Vpwm Advisors, LLC
$326.6MAssets managed
1,223Clients
15Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4338830
- Firm CRD
- 167886