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| Vestpointe Wealth Management LLC
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|---|---|
| CRD # | 132591 |
| SEC # | 801-122250 |
| CIK # | |
| AUM | 165.8 M (2026-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 602-212-1040 |
| Address | 7373 E Doubletree Ranch Rd Scottsdale, AZ 85258 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | EX BRID LLC | 2021-08-04 | 6.5 M | |
| Other | EX JAC LLC | 2021-08-04 | 7.0 M | |
| Other | Nonex BRID LLC | 2021-08-04 | 0.9 M | |
| Other | Nonex JAC LLC | 2021-08-04 | 1.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 11.7 |
| (b) Individuals (high net worth individuals) | 44 | 103.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 33.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 16.5 |
| (n) Other | 0 | 0.0 |
| Total | 423 | 165.8 |
| By Discretionary | ||
| Discretionary | 395 | 152.9 |
| Non-Discretionary | 28 | 12.9 |
| Total | 423 | 165.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 164.6 | |
| Total | 423 | 165.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strong Retirement Solutions LLC
✚
|
166.1 M | |
|
W & S Management Services Inc
✚
|
NY | 166.0 M |
|
Stolzer Rothschild Levy LLC
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|
NJ | 166.0 M |
|
Lyons Capital Group LLC
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|
LA | 165.9 M |
|
Vision Financial Management LLC
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|
OH | 165.7 M |
|
Feltl Advisors LLC
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|
MN | 165.6 M |
|
MK Brown Wealth Advisory LLC
✚
|
OH | 165.5 M |
|
Dedeker Financial LLC
✚
|
MN | 165.5 M |
|
Curtis Capital Advisors LLC
✚
|
KS | 165.5 M |
|
KC Asset Management Inc
✚
|
165.4 M |