William Joseph Davis
Investment adviser representative at Vantage Point Wealth Management
35 yearsExperience
1 stateRegistered in
$326.6MFirm assets
11 yearsFirm in business
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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
35 years in the industry.
- Vantage Point Wealth ManagementApr 2025 to now
- LPL FinancialApr 2025 to now
- Vpwm Advisors LLCApr 2025 to now
- Davis Financial LLCOct 2021 to now
- Sole ProprietorJul 2012 to now
- Walleye On A Stick LLCJan 1991 to now
- Wells Fargo Advisors LLCOct 2021 to Apr 2025
- Wells Fargo Advisors Financial Network, LLCSep 2021 to Apr 2025
- Wells Fargo Clearing Services, LLCJan 2008 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (ND).
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
- 4669409
- Firm CRD
- 167886