Vinepath Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VinePath Wealth provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients, and also serves employer retirement plans in a 3(21) fiduciary capacity. The firm’s services include ongoing portfolio management, written financial planning, and assistance with plan investment policy and participant education.
Investment recommendations are tailored to each client’s goals, time horizon and risk tolerance, and the firm uses a mix of fundamental, technical and portfolio‑construction techniques — including the use of options and both long‑ and short‑term strategies where appropriate. VinePath may hire third‑party sub‑advisors to implement models and executes periodic account reviews and rebalancing through custodial platforms it uses for client accounts.
The brochure discloses aspects that are less common among peers: the principal maintains an independent insurance practice and receives external compensation from insurance sales, a potential conflict the firm discloses and says it mitigates, and the firm routinely engages third‑party sub‑advisors and custodial relationships (Altruist and Charles Schwab) rather than acting solely as a standalone advisory provider. VinePath manages roughly $7.9 million for about 44 clients, provides ERISA plan services, and does not accept proxy‑voting authority for client securities.
Client services
Expertise
Demographic focus
Fee options
Fixed annual comprehensive financial planning fee up to $15,000, paid monthly, quarterly, or bi-annually in advance.
1.5% annually (asset management)
Main office
10645 165th St W
Lakeville MN 55044
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Pairone Private Wealth · Pairone Private Wealth LLC · Vinepath Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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