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VESTPOINTE WEALTH MANAGEMENT, LLC
CRD 132591 · SEC 801-122250
7373 E. DOUBLETREE RANCH RD., SUITE 175, SCOTTSDALE, AZ, 85258, United States
Phone
602-212-1040
Fax
602-212-1041
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$165.8M
Discretionary AUM
$152.9M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE ASSETS MONITORED
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $11.7M |
| High net worth individuals | 44 | $103.7M |
| Pension/profit sharing plans | 20 | $33.8M |
| Corporations/business entities | 7 | $16.5M |
States served
AZ
All web addresses on file
Official SEC filing: View on IAPD